On the Basics: Tips for starting the new year off right

© Ruth E. Thaler-Carter, Owner

An American Editor

Hard to believe — but a relief for many of us — that 2022 is over! I have a few random thoughts for a strong start to 2023, some of which are updates of similar past posts.

The new year means an opportunity to revise or improve some of our work habits to make our lives easier and more efficient. Here are some things to do in the first few days of 2023 that should make your work and personal life better.

• Update or change passwords for all accounts — banking, blogs, social media, associations, subscriptions; anything and everything, but especially anything related to finances and personal security.

• Remind clients to update the year in their document templates, website copyright statements and any other elements that might now be out of date — and do that for your own materials, website, etc.

• Review the style guide(s) that you use and check for any updates, revisions, additions and other changes that might affect this year’s work for current and new clients. If you don’t already subscribe to the online versions of the ones you use, do it now.

• Establish or refresh a connection with a family member, friend or colleague to back up passwords and access to phone, e-mail, social media, banking and other important accounts — your own and theirs — just in case. Think of it like giving a key to a neighbor or building super so you can be found/reached in an emergency.

Business resolutions

The new year offers the opportunity to learn new things and do things in new ways. Here are a few suggestions.

• Instead of relying on the luck of clients finding you, make an effort to seek new clients on a regular basis, through cold queries, responding to membership association opportunities, social media resources, updating (or creating) your website, etc. This is especially important for colleagues with only one major “anchor” client.

• Find a way to be visible in at least one professional membership organization or social media group to enhance your credibility and expand your networking activity. Even I do that, and I’ve been crowned the Queen of Networking! If you already belong to an association, look for a new one to join as well.

• Learn a new skill, something new about the topic area of a client or an entirely new topic to write about, edit, proofread, index, photograph, illustrate or otherwise work on to expand your career or business.

• Draft a few potential posts to use for your own blog, if you have one, or as a guest on colleagues’ blogs. Having drafts in hand makes it easier to get ahead of deadlines and actually publish new articles.

• Look for new projects or services to offer to existing clients.

• If you have regular editing or proofreading clients who haven’t gotten the memo yet about only needing one space between sentences, or have other writing habits that appear in every document and are easy for them to change, consider doing a “Welcome to the new year” note suggesting that they incorporate such things in their drafts before sending anything to you. Emphasize that doing so will cut down at least a bit on the time you need to handle their requests, as well as free you up to concentrate on more substantive aspects of their projects. Whether this will work depends, of course, on the nature of your relationship with those clients and won’t work for all of them, but could be a relief as you work with those who would be amenable to such suggestions.

• Save toward retirement!

• U.S. colleagues might not have to file taxes until April 15, but getting going early on this nerve-racking task is always a good idea. Among the many resources for end-of-year tax planning are the Freelancers Union blog and ones from experts such as my own invaluable tax person, Janice Roberg (https://robergtaxsolutions.com/st-louis-tax-expert-jan-roberg/). Two useful tips: There’s a relatively new simplified process for deducting a home office, and if you delay invoicing from December until January, it’s easier to manage those late-year payments that reach you in January with a December date and/or for December work.

• Start or return to non-editorial creative projects to give yourself the occasional “brain break” and a way to refuel — write poetry or short fiction, make something crafty or artistic, even just spend time at a museum or art gallery (or library/bookstore).

Perks of the new year

• I’m clearing out some of my bookshelves again. I’m donating half of every January 2023 sale of my short story, “Sometimes You Save the Cat …,” to the Humane Society of Missouri. Contact me at Ruth@writerruth.com for information about getting your copy (the print version is $10, including postage/shipping, and the PDF is $5).

I’m also offering my “Get Paid to Write! Getting Started as a Freelance Writer” booklet at $5 off the usual $20 price through January. Again, contact me by e-mail for details.

What are your new year’s plans and aspirations?

Advertisement

On the Basics — Knowing why and when to let go

Ruth E. Thaler-Carter, Owner

An American Editor

There comes a time in every person’s life, no matter what their career, to at least think about letting go of the work life, or some portion of it. For those of us in the editorial field, that can mean anything from finding a new full-time job to not renewing an association membership; dropping a certain client, project or topic; changing freelance service offerings; taking a vacation from social media; or retiring. It can be a challenge to know when to take such actions, especially because what we do — or want to do — in the heat of a moment can be very different from what we wish we had done after some reflection.

Boredom and burnout

It happens to all of us at least once: A previously interesting topic or type of project becomes dull and deadly borrrrring. Maybe you’ve written about, edited or proofread the same topic or the same organization for the 100th time — that feels like the 1,000th — or one year too long. Maybe the material was always dry and unexciting, but you kept going because the money was good (or desperately needed). You could just be tired of dealing with a routine, a commute (well, in pre-pandemic days) or certain co-workers. Burnout takes many forms.

Either way, you kept going because it was your job, it was a freelance gig that paid well, you thought it might somehow become livelier … Whatever kept you plugged in, it’s no longer working and you need a change; maybe even the drastic change of changing fields or retiring entirely. Before going that far, though, look at where you are and see if there are ways to make it more interesting. You might be able to switch departments or handle different aspects of what you do now. Ask, and you might receive.

If making a major change is nerve-racking or somehow not possible, you might be able to use volunteer or hobby activity as a counterbalance to the draggy work situation. Create time to do things that are fun and fulfilling, and the dreary routine might become more bearable.

Working isn’t working

One sure sign that it’s time to think, or rethink, a career is when you find yourself missing deadlines even though there’s no real reason for that to happen. You aren’t sick (thank goodness), there aren’t family crises to handle (also thank goodness), you’ve done the research and interviews, you’ve reviewed the latest style guide, you have the information and tools you need … but you just.can’t.get.it.done. You know that even long-time clients will only put up with so much delay on their projects, but you’re sabotaging yourself, and you don’t know why.

That could be one aspect of burnout, but whatever we call it, it’s a bad sign. And it means you need a change. You could try convincing yourself that there are rewards for getting these things done as needed, or setting false (early) deadlines to trick yourself into doing the work, but this kind of situation is hard to fix. Sometime just switching to another project or a non-work activity that is more fun can reset your interest in finishing whatever is stuck.

Age is kicking in

We also will all reach a point when we’re ready to — or must — retire due to age, among other considerations. Younger colleagues might want to keep this in mind as a reason to put money aside regularly to support yourself at that seemingly far-distant point (also worth doing just in case you get injured or ill). I hope that those of us who are approaching that point, or already there, have a healthy financial cushion in place so you can apply the brakes to your work life without worrying about how you’ll pay the rent or mortgage, and eat something other than cat food.

The good thing for many (I hope all) of us is that a certain age means Social Security income, and that might just be enough to call it a day and do something new. Or nothing!

Networking not doing the job

We join professional associations to meet colleagues and leaders in our fields, and many of us — both freelance and in-house — join one solely for its work-finding value: access to postings of job openings, often before or instead of such opportunities reaching the help wanted ads or recruiters. 

As most of you know, I’m a big fan of belonging to and being visible/active in professional associations. I belong to almost a dozen and hold leadership roles in six at the moment. I’m at the stage of my career where I don’t need them for training; in the two-way, give-and-take nature of networking, I’m usually giving more often than taking. I remain active, though, in part because I do continually learn new things from colleagues through association forums and discussion lists; some of my groups provide opportunities for members to make a few bucks through presentations and publications; having that network of colleagues to turn to when I do need help or advice is invaluable; and — as the poster child for extroverts — I love interacting with colleagues.

However, if belonging to an association isn’t working for you, it might be time to look for a new one to join. Don’t base the decision on whether you’ve gotten work by being a member. Some organizations are so large that you can go a full year or longer without nailing a listing from a standard job service post or message. The value is often more in the colleagiality, advice, resources, support and events. But again, if none of that is resonating, look into other places to get those benefits. There are a lot of associations. There should be at least one that works for you.

Just keep in mind that the people who get the most out of association memberships are the ones who participate actively. If you’ve never contributed in any way, even just by asking questions, you might want to give it a little more time, and effort, before leaving. 

More aggravating than energizing

Not quite the same thing as retiring or changing careers, but it’s probably time to leave an online group or discussion list when:

• You’re really, really tempted to say things like, “How does someone who calls themself a writer/editor/proofreader/whatever not know that?” or “Have you never heard of a dictionary?” in response to a question.

• You are beyond tired of seeing the same questions again and again. And again. Even though you know that many times, the askers are new to either the group or the profession.

• You don’t bother to respond to questions or comments because you’re so tired of repeating the same advice, no matter how useful it is and how helpful you want to be.

Whatever your work niche might be, there are lots of other places to meet, learn from and interact with colleagues. If a given group or list is more aggravating than enjoyable, look for a new community to join where you might feel more comfortable and energized.

Preparing to leave

The most-important aspect of leaving a job, project, client or organization is the how: how you leave, and what you leave behind.

The ideal is to be the one who controls that moment or process, although we can’t always do that. Like most people in any field, not just publishing or editorial work, I’ve been in one of those “I quit/You’re fired” situations with no time to prepare myself or my co-workers for my departure (luckily, though, with everything I was responsible for in good shape, and a colleague eager to step into my shoes; too eager, in fact).

I try to organize my projects so someone else could step in fairly easily if I were to leave. My computer files are pretty easy to understand. I also have a strong base of colleagues whom I could recommend for most of my current projects. I can afford to stop working whenever I’m ready. I’m not sure what I’d do with myself if I weren’t working, but I do have hobbies I could spend a lot more time on and a few other ways to fill my time when that moment arrives.

On the personal side, whether you plan to job-hunt, change careers or retire, be sure you have that financial cushion in place so you can make the decision that makes you happy.

What aspects of your editorial career are pushing you toward making a change? What do you think your next life will be like?

Ruth E. Thaler-Carter (www.writerruth.com) is the owner and editor-in-chief of An American Editor and an award-winning creator of editorial and publishing services for publications, independent authors, publishers, associations, nonprofits and companies worldwide. She also created the annual Communication Central “Be a Better Freelancer”^® conference for colleagues, now cosponsored by the National Association of Independent Writers and Editors (www.naiwe.com) and An American Editor. She can be contacted at Ruth.Thaler-Carter@AnAmericanEditor.com or Ruth@writerruth.com.

On the Basics: How networking can enhance success for an editing business

Ruth E. Thaler-Carter, Owner

An American Editor

A lot goes into launching a successful editing business, and networking can be one factor in that success. I’ll be talking about the practical aspects of such a venture in a May webinar for the National Association of Independent Writers and Editors (NAIWE). This post is about networking from an editing perspective and is adapted from a post I wrote for my NAIWE blog that focuses on writing and networking.

Editors might not think of networking as an element of their new businesses, but that could mean losing out on valuable ways to learn about craft and business, and to develop connections that could not only improve those aspects of what they want to do, but also lead to a greater likelihood of finding — or being found by — clients. It can also help editors help their clients.

All editors probably share a common goal: for our clients’ words, thoughts and perspectives to find audiences and outlets. Regardless of their stage of creativity, visibility or success, every writer wants — even needs — to be seen and heard. For the editor, helping a writer client make that first sale or be published in that first outlet can be almost as exciting as it is for the writer, and networking is one way to help them get there.

Whether your client is writing a novel or a press release, a poem or a white paper, a play or a case study, a how-to book or a personal blog post, an academic article or a memoir, and whether your client is an individual, company, nonprofit organization, university, government agency or publication, you want what they write to be seen and appreciated. Beyond being seen, we also want everyone who sees our clients’ writing to understand it, respond to it positively by publishing reviews or acting on it somehow, recommend it to others, and read or buy the next piece we write. Skilled editing and networking can help that happen.

Where networking comes into play is in finding and sharing resources for learning to edit better by joining professional groups and taking classes; identifying colleagues to learn from, advise and share opportunities or referrals with; avoiding scams and bad clients; getting paid; and related details of an editing business or the editing life.

Through networking, in essence, you can meet colleagues who will provide advice, insights and resources, and who might refer you to editing projects and clients. And you can be one of those helpful, respected colleagues.

It’s important to remember, by the way, that networking is a two-way process. In fact, that might be the most important aspect of networking. An editor needs to create a net of contacts and colleagues who can help them do their work better and enhance their likelihood of finding clients. One of the best ways to do that is to be a useful strand in the nets of colleagues.  

And don’t let being new to editing or networking make you feel that you can’t contribute to the networking process. You can! Don’t forget the old saying that there are no dumb questions. You might ask the one thing about grammar, usage, structure, client relations, payment, etc., that dozens of other editors have been wondering about, but didn’t dare bring up because they were afraid of looking foolish. By raising that question and eliciting responses, you help everyone learn something.

If you can’t answers colleagues’ questions yet, look for resources you can share — books, courses, blogs, organizations, etc., that you have found useful or have seen in your real-world and online activity. Keep in mind that we all had to start somewhere, first by actually editing something, next by seeing it get published (and paid for), and then by becoming visible and active in some corner of the editing world.

Even extroverts like me had to learn the ropes of networking effectively; it isn’t just a matter of paying dues and using the resources of an association to enhance our own work. If you ask questions and get helpful answers, look for ways to provide answers to other people’s questions. If you join a group, whether an online community or a formal association, be active and visible, not just what I call a checkbook member: someone who joins and then sits back silently, contributes nothing and waits for the group to hand them success.

In the continuing pandemic era, we can’t do much networking in person, so the introverts among us don’t have to worry as much about fitting in at events as in the past (and, we hope, the future). Nowadays, you can use the virtual world to your networking advantage by “lurking” in online communities and professional associations for a while, to take the temperature of the environment and decide whether it will be helpful, and you’ll be comfortable, before you spend money on a membership or speak up with your questions and suggestions. Oh, and as the owner of an editing business, anything you do invest in joining an organization is a tax deduction!

Learn and profit from networking, and try to give as much as you take. Your reputation will blossom as a result, along with your editing business and efforts.

How has networking helped you launch and build an editing business? Have you overcome a fear of interacting with colleagues through networking?

Ruth E. Thaler-Carter is a widely published freelance writer/editor and the creator of Communication Central’s annual Be a Better Freelancer® conference, now co-hosted by NAIWE and the An American Editor blog. Through her active participation in a variety of professional associations, she is often called the Queen of Networking, and she’s the Networking member of the NAIWE Board of Experts.

How Not to Network

By Ælfwine Mischler

With spring weather comes conference season and plenty of conferences for indexers, editors, and communications professionals of all types. For those of us who are freelancers, conferences offer a chance to socialize in addition to learning more about our craft and networking that might eventually lead us to new work gigs, since people are more likely to recommend or offer work to someone they have met in person.

But conferences are expensive. While there are ways to reduce the costs, unless you are a fantastic trainer or speaker whose costs will be covered by the conference hosts, you will have to lay out a considerable amount of money for travel, hotel, meals, and conference registration. It’s one reason that so many of us interact with colleagues online rather than in person.

That expense is particularly difficult for those of us who are new to the field. With that in mind, friends of an indexing software developer who had been generous in helping indexers established a scholarship in his memory to help defray the costs of a conference for newer indexers. In 2019, they offered two scholarships to entrants who had completed some formal index training within the past five years and had registered and paid to attend one of the annual national conferences offered in the USA, UK, South Africa, or Canada. If there were more than two entrants, the winners would be chosen by a blind drawing. (Disclosure: I was one of the 2019 scholarship winners.)

This was a great opportunity for networking and professional development. Unfortunately, it also led to a level of bad networking behavior in social media. While this is only one instance of how not to network, and an unusual one at that, it might be instructive for colleagues.

It so happened that the other winner and I had both completed our training five years ago, so this was the last time we would be eligible for the scholarship. As soon as the winners were announced in one of the indexing e-mail groups, one person — whom I’ll refer to as I.M. Pistov — started to rage in the group. Pistov complained that the scholarship had unfairly gone to two established indexers and that this showed bias in the indexing organization. Pistov claimed to have experience in editing and writing, but having difficulty breaking into indexing. The organization was corrupt, this was a terrible field to go into, etc.

When some people tried to tell Pistov otherwise, he accused them of calling him a liar. At least one other person on the list said something about how entertaining Pistov’s behavior was. Others politely told Pistov to reconsider his marketing plan: Maybe he should concentrate on using his website, and he should consider how he speaks to clients — if it was anything like what he was demonstrating on the forum, he should reconsider being a freelancer in any area, not just indexing.

I stayed out of the fray until one of the administrators of the scholarship spoke up to reiterate the rules for the scholarship and to state that the indexing organization and the forum were not in any way affiliated with the scholarship. A few hours later, Pistov came back on the forum and apologized for his earlier behavior. At that point, I came into the discussion to say that I admired his courage in apologizing in public and to wish him well. One of the less-gracious posters from earlier in the day then apologized to Pistov, moving herself up a notch in my estimation.

This incident is an example of how not to network. It might not be as common as other kinds of rude behavior toward colleagues online, or something like asking colleagues to share their client lists, but it had the potential for Pistov to be known and remembered for anything but his professional skills and value as a colleague.

Nowadays, most of us do the majority of our networking in e-mail discussion lists, online groups, blogs, and similar outlets. We have to remember that our behavior in an online forum is just as important as our behavior in person. If you feel that you must publicly voice your disappointment with something related to your profession, at least do not accompany it with name-calling and unfounded accusations of bias or cheating. Better yet, vent your anger and disappointment in a Word file and delete it unused, so there is no risk of accidentally hitting the Send or Post button.

There are dozens, at the least, of associations and social media communities to participate in for networking purposes — but we all need to remember that our online behavior in these forums is also an important way to connect with colleagues. Over the years that I have been a member of the Copyediting List (CE-L) and various indexing e-groups, for instance, I have learned who the frequent posters are and what areas they specialize in, and I have also gleaned something of their personalities. One member seems to be very sensitive; I have to be careful how I word things directed to her. Another always gives such short, almost cryptic answers that I have to ask for clarification. I ask questions, but I also have learned to be of assistance to colleagues whenever possible, and to always use a polite, pleasant tone — it’s so easy for online communications to come across the wrong way.

It works both ways: Colleagues have contacted me both on- and off-list with questions in my area of expertise, and I have referred colleagues and been referred by colleagues for gigs. The ones who behave professionally are the ones who earn responses and referrals.

There are many more tips for networking online, some of which have already been discussed in this blog. See, for example,

Are Networking and Marketing Essential to an Editing Business?:

https://americaneditor.wordpress.com/2014/05/12/on-the-basics-are-networking-and-marketing-essential-to-an-editing-business/

Making the Best Use of Interaction with Colleagues:

https://americaneditor.wordpress.com/2018/02/28/on-the-basics-making-the-best-use-of-interaction-with-colleagues/

Have you had any difficult experiences in social media behavior? How have you handled such incidents?

On the Basics — Making time for marketing

Ruth E. Thaler-Carter, Editor-in-Chief & Owner

We’ve all heard the seemingly constant drum roll about the importance not only of marketing our editing services and businesses, but of doing so constantly, regularly, eternally. We’re expected to develop and post regularly to our own blogs, comment on colleagues’ blogs, be active in Facebook groups for our various business niches, post often at LinkedIn, blather on Twitter, join in professional associations, participate in the discussion lists and other outlets of those groups, create and send out newsletters, even be visually present in places like Instagram and YouTube. Not to mention attend meetings of those associations, go to the occasional conference, maybe even make presentations.

Oh, and don’t forget learning about and enhancing the keyword and search engine optimization (SEO) aspects of, and updating content at, our websites — assuming we’ve all created websites for our editorial businesses, or had them created for us.

On top of all that, there are also reminders to contact past and potential clients regularly with pitches for new work. It never ends!

Doing all that seems daunting, for introverts in terms of their personalities and extroverts in terms of their energy levels — and, more importantly, seems to leave little time for actual editorial work. One of my clients provides its clients with a list of awards worth entering, and just carrying that out — preparing submissions targeted to various awards, geographies, individuals and services — could require one or two full-time staffers (or freelancers!) with no other responsibilities.

What rarely gets mentioned is how to make time for all that promotional effort when there are actual projects to complete and deadlines to meet (not to mention a personal life). Here are a few ideas.

Oh, and by the way — marketing your skills is important to in-house editorial professionals as well as freelancers, although perhaps not as much. You never know when a full-time in-house job might suddenly go poof! and disappear. If you wait until that moment to start marketing yourself, it will take much longer to get noticed and rehired, and any interim freelance efforts will be much harder.

Start small

To keep from feeling overwhelmed, especially to the extent of letting the pressure to market keep you from doing anything at all, start on a small scale. Don’t commit to blogging every day or posting everywhere every day. Choose a given day, or week, for blog posts, and one or two channels to focus on at first. As the process becomes easier and more routine, increase the scope and frequency of your efforts.

Accountability

Establishing accountability systems is a great way to structure marketing — and work as well. Some colleagues partner with individual accountability buddies to keep themselves on track and make sure that neither marketing efforts nor deadlines go awry. Others participate in accountability groups whose members keep each other on schedule.

One of my online groups invites members to post about their recent successes every Friday. I’m not sure how much good that does for my business, other than keeping me in their minds when members of that group need to subcontract to or refer someone by reminding colleagues of the kinds of projects I handle, but it’s fun to do and a useful reminder of things I might want to add to my website. However, when the new Friday thread would show up, I couldn’t always remember what I wanted to post. I started keeping a Word document on my computer to record a week’s activities, achievements and issues as they occurred; when Friday comes along or I’m ready to do some website updates, all I have to do is copy from there.

Scheduling

One of my clients suggests setting a quarterly schedule for law firms to update attorney bios at their sites, to accommodate news about successes, new professional development activities, pro bono projects, presentations and publications, rankings, and other aspects of individual members of a firm that don’t necessarily change from day to day.

We editors and writers, both in-house and especially freelance, can do the same kind of thing. Having a schedule makes it easier to organize the information you need to add without making it feel quite as daunting to do. If you assign every Monday or Friday afternoon to marketing activities, and put that on your calendar as well, it’s easier to do those activities. Seeing them on your calendar also provides an often-needed nudge to pull together the information you need, or make the effort required, to get it done. It’s always harder to avoid something that’s staring at your from the calendar page or in that to-do list!

Automating

Another helpful approach is to automate your social media postings. There are a number of apps for doing this; you write a post — or several posts — ahead of time and the app sends out the information on a schedule that you set. All you have to do is remember to write something to be disseminated; the app does the rest for you.

Office hours

Using office hours to manage regular work can help free up time to do the marketing activity that we need to do. To keep from being overwhelmed by the combination of client demands or expectations with marketing efforts, set office hours and stick to them (at least as far as clients can see — we can work into the late hours, on weekends and holidays if necessary, but clients don’t have to know we’re doing that).

Many of us put our office hours at our websites. Others craft responses ahead of time to be prepared for those inevitable times when clients ask for work to be done at what we consider unreasonable hours.

Deadline-driven

Another approach is to treat marketing activity as an assignment. This is similar to scheduling specific days to do marketing: Put it on your calendar as if it’s a work deadline.

Networking

You knew I couldn’t write about a business aspect of editing without mentioning networking. Being active and visible in professional organizations, discussion lists, LinkedIn and Facebook groups, Twitter, etc., is essential to your marketing activity. Networking is where you meet and are met, see and are seen. The more people see that you are someone with skills who is worth working with, the more business you will generate.

Rewards

Beyond all of these approaches, some of us respond best to rewards. Be your own Pavlov and build in treats to motivate yourself to market your freelance business. A day off, a brisk walk, a generous helping of chocolate or ice cream, a movie outing … whatever makes you feel good about accomplishing a marketing goal, give yourself a reward for making progress. Sometimes the carrot of that reward is all it takes to push yourself to include a marketing effort on a busy day. And it doesn’t have to be a major move. Something as basic as updating a LinkedIn profile, adding new language to a website, answering a question at a discussion list, attending a networking event — it’s all grist for your marketing mill.

How do you make time for marketing your editorial work? What has worked best for you?

Ruth E. Thaler-Carter (www.writerruth.com) is the editor-in-chief and — as of 2019 — owner of An American Editor and an award-winning provider of editorial and publishing services for publications, independent authors, publishers, associations, nonprofits and companies worldwide. She also created and hosts the annual Communication Central “Be a Better Freelancer”^® conference for colleagues (www.communication-central.com), this year co-hosted with the National Association of Independent Writers and Editors (www.naiwe.com). She can be reached at Ruth.Thaler-Carter@AnAmericanEditor.com.

On the Basics: Making the Best Use of Interaction with Colleagues

Ruth E. Thaler-Carter

Networking and Etiquette

It seems to occur almost every day — someone in a Facebook group or on an e-mail discussion list says they’re available for projects and asks colleagues in the group to send work to them. They might ask for referrals or recommendations or say they’re available for overflow or projects, that they’re starting out and need work, that they’re having a slow period or just lost a major client; some even ask group members to share contact information for clients. It doesn’t matter exactly how they phrase the request, but the basic message is “Please give me work.”

These messages invariably are from people who have never been seen or heard from before. They haven’t introduced themselves, haven’t asked any questions, haven’t contributed anything useful in response to other group members’ questions. Some are new to editing or freelancing, with little or even no training or experience; some have been working for a while, but have hit a dry spell.

Just this past week, a new member of a professional association showed up at its discussion list with the fast-becoming-classic “Hi, I’m new here, please give me your contacts or overflow work and recommend me to your clients and colleagues” message as his first post to the list. He did present his credentials, but still — he posted the same information about his background (essentially his résumé, which is not considered de rigueur on a list) — six times in an hour or so. This did him little, if any, good in terms of respect or interest from listmates.

As with most online communities, it is important to understand that people we “meet” in these collegial environments can be generous with advice and insights into our craft — both editing and freelancing — but that there is a certain etiquette for becoming part of these communities. It is becoming clear that we can’t say it too often: Not only is networking a two-way street, but newcomers should listen, read, and contribute before asking to be referred, recommended, hired, or subcontracted with.

Perhaps even more important, newcomers should remember that established colleagues, both freelancers and in-house workers, are invested in their contacts and clients, and in their reputations. We have put many years into building up our relationships and reputations by providing skilled, high-quality work and respecting the privacy of those we work with. Most of us are more than glad to offer advice and resources, but are not going to risk our reputations, and our relationships with clients or employers, by handing off contact information to strangers.

Keep in mind that there’s a difference between saying “I have openings in my schedule,” “I’m looking for new clients,” “Expected payments are running late and I could use some new projects” versus “Give me your contacts” and “Send me your overflow work when you don’t know anything about me.”

Some editors (and freelancers in other aspects of publishing) may list our clients and projects at our websites. That is not an invitation for others to contact those clients to offer their services, although we have no control over whether someone might do so. We can only hope that anyone who does take advantage of that information doesn’t pretend to know us in the process, or suggest that we’ve referred or recommended them.

With this as a basis, how do we make the best of getting to know each other either in person at meetings and conferences or online in discussion lists and groups without ruffling feathers and crossing lines?

Newcomers to a group can (some would say should) sit back and observe — “lurk” — after joining to develop a sense of what is appropriate for discussion, the tone of the community, and more. Once that is clear, ask questions about the profession, the skills needed, worthwhile resources for enhancing one’s skills, how to break in (most of us love recalling and recounting our early years in the field or in business).

Look for opportunities to establish a professional image and be helpful. Answer colleagues’ questions (if you can). Suggest new resources that haven’t been mentioned or vetted. Relate experiences that demonstrate skills in doing editorial work or dealing with difficult clients. Announce good news about new training you’ve taken, clients and projects you’ve snared, even kudos from clients who are happy with your work. Dial down any boasting, but let colleagues know how your work and business are progressing.

It takes time to gain the trust, confidence, and respect of colleagues. Once you’ve done so, it might be appropriate to ask for referrals and recommendations. Before doing that, though, stop and think about how you would feel if someone you don’t know anything about were to ask you for the contacts and clients you have worked so hard to build up. Use that insight to influence how you word your requests, whether one-on-one or in a group setting.

On the Other Side of the Fence

For colleagues who have established successful editing careers and businesses, today’s culture can be annoying, but it can’t hurt to provide some kind of response to pleas for help.

I try to live by the good ol’ Golden Rule “Do unto others as you would have them do unto you” — and “What goes around, comes around” (or, as Billy Preston sang it, “Nothing from nothing leaves nothing”). When I was ready to start freelancing, I figured out most of what I needed to know on my own, but I also had some very generous colleagues. I tried not to take advantage of their time and knowledge, but it was so reassuring to know that they were available if I needed them.

Nowadays, even established, experienced editors and freelancers need help with the occasional sticky language, client, or technological matter, or even with financial dry spells. No one is immune. It makes sense to give back when possible, because we never know when we may have to ask for help ourselves.

I keep a list of useful resources to offer when someone asks for help in finding work. I also have a boilerplate response for people who ask — whether privately or in a group of some sort — for my client contact information, and for referrals, recommendations, “overflow work,” and other elements of my editorial business.

Helping colleagues feels good — and is an investment in karma: It might seem selfish, but you never know when helping someone out, even with just a list of resources, will come back to help you out in the future. I aim to enhance that karma through avenues like the An American Editor blog (both my own posts and those of our wonderful contributors), participating in lists and groups of colleagues, hosting the Communication Central “Be a Better Freelancer”^® conference, referring colleagues whom I know for projects outside my wheelhouse for any reason, and even hiring or subcontracting to colleagues I know and trust.

The operative phrase, of course, is “colleagues I know and trust.” I might not have met some of them in person, but I’ve learned enough about them to feel comfortable with referrals or projects.

How do you respond to people who make what you feel are unreasonable or inappropriate requests for client contacts or business leads?

On the Basics: Who are Those “Right People to Know” — and Do We Really Need to Know Them?

by Ruth E. Thaler-Carter

In an online discussion sparked by my mentioning that I recently got an editing project from the son of a high-school–days friend who knew my work because he works for a law firm for which I do proofreading, someone responded with, in part, “… the world is not a level playing field. I have a friend who cannot get editing work because he doesn’t know the right people and doesn’t know how to properly market himself.”

Putting aside my initial reaction of “Who said the world was fair?” and “The friend should quit whining and do what he needs to do,” here are a few suggestions for anyone who feels the same way — that you only can get editing work if you “know someone.”

Few of us started out by “knowing someone” important in the field. Some of us started as lowly interns, in secretarial positions, or — at best — as gofers and slush-pile readers at publishing houses. Others started in jobs at associations or companies where a natural eye for editing got them out of clerical positions and into something related to in-house publishing. Still others might have been entry-level reporters thanks to journalism degrees.

There’s also the question of who these mysterious “right people” might be. In my book, anyone who has work to offer is a “right person.” So is any colleague who refers me for work, past employer or coworker who remembers and hires or refers me, family member or old friend who cheers me on. Yes, there are major players in the editing world, and we can get to know them by attending conferences, reading their books and blogs, taking their classes, following them on Twitter. But we get work from clients, and the way to get to know them — or for them to get to know us — is to find them and pitch them.

Regardless, most of us started out at ground zero. We didn’t know anyone important. We weren’t known for our skills. If we’ve become successful either in in-house jobs or as freelancers, it’s because we made the effort to develop strong skills, develop networks with colleagues, and make names for ourselves.

Nowadays, it’s easier than ever to become known and to get to know prospective clients (or colleagues who might recommend us, subcontract to us, even hire us or hand off excess work to us).

Someone who “doesn’t know the right people” can remedy that by joining a professional organization, such as the EAC, SfEP, EFA, ACES, etc., to become known and respected among colleagues, or just to have his or her name listed in an association membership directory. And even the rankest newcomer actually may know people who could be leads to work. If that’s you (or if you’re established but have hit a slow time), assess your past employers and coworkers, friends, family, classmates (at all levels), etc., and consider sending them something about what you’re doing and the kind of work you’re looking for.

The reality, though, is that you must market yourself if you want to have a successful editing, proofreading, or other publishing-oriented business. It might seem hard to do, but it’s essential. Work won’t just float in the door without the worker making that kind of effort.

The good news for anyone who feels uncomfortable with that reality is that you can find work without being in with the in crowd. Judging from what I see from colleagues, quite a few find editing work without doing a lot of networking — primarily through cold queries and by using association/organization resources such as job services or directory listings.

If you think you have to know “the right people” to succeed in your editing career, this is the moment to take control and do something about it. The new year is right around the corner. Start planning now to meet some of those people, either online or in person, and to become someone they want to meet — and hire.

You can use LinkedIn, Twitter, Facebook’s business groups, and a boatload of other online resources to find people worth connecting with because they might need an editor, and to position yourself as both skilled and worth knowing and hiring. That’s marketing yourself, and all it takes is time. It doesn’t require much in the way of interpersonal connections, so those among us who are introverts can manage it without the terrible pressure of interacting in person.

Identify the types of projects you want to do and the kinds of clients who might have such projects for you. Look for them in Literary Market Place, Writer’s Market, online, at websites, in colleagues’ conversations — and go after them. Polish up your résumé, craft a convincing cover letter, and go for it.

You also have to be findable, because sometimes work will come to us without our trying. Being listed in a membership directory is a good way to make it possible to be found for projects without making any further effort. Having a website is essential, even if it’s only minimal. Being at least a little visible in social media can make a difference — especially if you can give as well as take: offer advice, share resources, answer questions. And don’t be shy about mentioning your projects, skills, and successes.

There’s also self-marketing, which includes somewhat traditional approaches such as putting together and mailing out a promotional brochure or postcard; creating and distributing a newsletter about your skills, achievements, and projects; and doing the occasional press release — you start your freelance business, when you land an impressive client (but wait to announce that until after you’ve completed at least once project with that client!), win an award, make a presentation, etc. These kinds of activities will bring you the attention of prospective clients who are not in your network of colleagues or friends and family.

It may seem that some people have better luck than others when it comes to finding work. Whenever I would attribute a new job or project to luck, my beloved dad would say that I made my own luck. And he was right. Luck is a combination of effort and serendipity, among other things. Getting a new editing project because I stay in touch with old friends and do good work for current clients, as in the recent experience that touched off this column, is a form of luck, but I don’t stay in contact with friends to make use of them as potential clients or referrers. I stay in contact because I like them. It’s part of who I am. If those connections result in new work sometimes, that’s a bonus. You can call it luck, if you’d like.

If a one-time project turns into an ongoing relationship and series of projects, that’s a form of luck. It’s also the result of my letting that client know that I enjoyed doing the first project and would like to do more, or my suggesting new topics I could work on for that client, rather than my sitting by the computer waiting for the client to call with a new assignment.

You need a combination of both aggressive and passive marketing efforts to succeed in any profession, including editing. Even passive marketing is better than no marketing. You can’t sit back and wait for success, and you won’t succeed by worrying or whining about not knowing the “right people.”

Instead of complaining about not knowing the right people, make your own luck by looking for them and becoming findable by them.

Have you developed a network? How did you find “the right people” to know? How long did it take? Was there one key moment, effort, or connection that did the trick? Who are your “right people”?

Ruth E. Thaler-Carter is an award-winning freelance writer, editor, proofreader, desktop publisher, and speaker whose motto is “I can write about anything!”® She is also the owner of Communication Central, author of the Freelance Basics blog for the Society for Technical Communication, and a regular contributor to An American Editor.

On the Basics: Overcoming the Isolation of Freelancing

Overcoming the Isolation of Freelancing

by Ruth E. Thaler-Carter

After helping to finalize The Business of Editing, the book compiling columns from Rich Adin’s An American Editor blog, I decided that we hadn’t done enough with the topic of how a freelance editor (or writer, proofreader, indexer, or any solopreneur who works from home) can overcome the potential isolation of working alone.

Although I understand it as a problem for others, I’ve never had a problem with isolation. That’s in large part because I’m about as extroverted as one can get — someone once said I could make friends with a lamppost. It’s also because of how and where I lived for the past many years — in apartment buildings, which provide built-in communities to interact with, and in walkable urban neighborhoods, where I could meet and interact with all kinds of people right outside my front door without much effort — neighbors, business owners and workers, beat cops, restaurateurs, dog walkers, other shoppers, and more.

For those who don’t live in such environments and have to go farther afield to feel connected with colleagues or the world in general, or who just need a little nudge to get out of an isolation rut, I have a few ideas. And I’m one of those folks now — I’m in an apartment building in a totally residential neighborhood and that lively outside world on my doorstep isn’t available any longer; it’s a world I miss. There are still neighbors to chit-chat with in the elevator or mailroom, and I can go out for a walk around the neighborhood, but there’s none of the business vitality, diversity, and community of Adams Morgan and Dupont Circle in Washington, DC, or Federal Hill in Baltimore, Maryland. It takes a little more effort to get up and out of the home-office rut.

The good thing is that, unlike when I started freelancing, nowadays you can combat isolation through the Internet, by participating in blogs, e-mail discussion lists and LinkedIn groups; on Facebook, Google+, Twitter; through Pinterest and Instagram, and whatever other new outlets pop up from one day to the next. There are new online communities every day. You can ask questions, offer insights and advice, explore new ideas, make friends, find clients and colleagues to work with — all without ever leaving your computer, much less your home.

Not that never leaving your home or computer is a good thing, but that connectivity does expand your horizons and connections with people with less effort than it takes to get out of the house, and with less trauma and more control for the introverted. The Internet makes it possible to stay connected to people you already know, find ones you thought were lost forever and meet new ones you would never otherwise have an opportunity to know. It might encourage introverts to stay put and leave the house even less often than otherwise, but it does expand your world.

That isn’t the same as, or enough, human contact, though. At least not for me. Ways I’ve gotten myself out of the office and away from the computer include:

• Not subscribing to the daily paper, so I have to go out at least every other day, but ideally every day, because I still much prefer to read the newspaper on paper.
• Joining a nearby pool club (for swimming, that is!) — or one for fitness, running, biking, hiking, dance — which has the potential to meet new friends, colleagues, and clients while counteracting the negative effect of all that sitting at a desk to work.
• Joining and actively participating in local chapters of professional organizations — if there isn’t a local chapter, you can always start one.
• Teaching and speaking, which brings in extra income while creating opportunities to meet new people.
• Occasionally doing some work on my laptop at local coffee shops, where other people might ask what I’m working on or I might overhear and plug into conversations around me.
• Playing mah-jongg (or bridge, euchre, etc.) — it’s good for your brain as well as your social life, probably brings in new people to meet, and could be good for your freelance business; a colleague invited me to join a regular game, and I’ve already met someone I’ll be doing some work for through that connection.

Other ways to combat isolation, both mine and a colleague’s, are:

• Get a dog — You have to go out at least once a day (usually several times!), which creates opportunities to interact with neighbors at local dog parks.
• Be proactive — Don’t sit around waiting for opportunities to socialize to come to you; be the one to start a writer’s or editor’s group, book club, dinner group, alumni connection, hobby club, etc.
• Reconnect — Join a high school or college alumni association; some of those difficult old classmates may have become interesting, even likable, adults!
• Get culture — Hang out at local galleries and museums; even if you don’t make new friends, you’ll enrich your soul (and might find new things to write about or edit).
• Volunteer — You meet new people (some of whom might become clients), do good, and feel good.
• Meet-ups — Considering how many freelancers there are in all professions, it is unlikely that you live where there are none, so why not start a local freelancers’ monthly meet-up? Meet for breakfast or lunch once a month and, if nothing else, discuss problems freelancers in your area are facing.
• Marketing day — If you work directly with individuals and small businesses, why not set a marketing day — that is, a day when you will go out and meet with potential clients. For example, call your local bookstore and ask if it would be interested in your giving a presentation to writers, or call your local Chamber of Commerce and ask if they would like you to give a presentation on how members can benefit from hiring services such as you provide. The possibilities are myriad — just put on your thinking cap!
• Silly day — The hardest thing for most people to do is to walk up to a stranger, introduce themselves, and give a marketing pitch. Why not break the ice with a Silly Day. Put your creative juices to work and do something silly (e.g., dress up like a clown and film yourself editing with humongous fingers); send it around to past, current, and potential clients and/or to colleagues with a note saying you hope this brings a smile to them; and invite them to participate in the next Silly Day with you. It will start slowly, but you will be surprised at how well this works on multiple fronts. People like to smile and smiles bring comradeship.

Thanks to the Internet, there’s really no excuse for being isolated, but the more introverted among us may need a little nudging to get out of the home office and at least see, if not interact with, the real world. Give it a try and try to make getting out a habit. You could be happily surprised at the results.

Ruth E. Thaler-Carter is an award-winning freelance writer, editor, proofreader, desktop publisher, and speaker whose motto is “I can write about anything!”® She is also the owner of Communication Central, author of the Freelance Basics blog for the Society for Technical Communication, and a regular contributor to An American Editor.

On the Basics: Are Networking and Marketing Essential to an Editing Business?

Are Networking and Marketing
Essential to an Editing Business?

by Ruth E. Thaler-Carter

A recent discussion on the Copy Editing List (CE-L) raised the interesting question of whether it’s necessary to do marketing to have a successful editing business. At the heart of the conversation were varying takes on what “marketing” actually means. Networking came into the discussion as well.

Most of the participants in the conversation agreed that it’s essential not just to market your skills and business to be a success, but to do so constantly and regularly. A number of participants spoke up to reassure the introverted and shy amongst us that “marketing” can be done in a way that doesn’t force them into behaviors that don’t come naturally.

I see marketing as a necessary process for the success of any business, and as a constant one to work effectively on your behalf. I also see networking as a vital element of your marketing efforts.

A couple of “CELmates” argued that they have successful freelance editing businesses without ever doing any real marketing, making the point that having worked in editing jobs created a natural base of marketing and networking activity for their freelance ventures. They had a built-in network of employers and colleagues who would call on them for freelance services without their making much of an effort to get work from those prospective clients. Just “hanging out a shingle” by letting those former employers and colleagues know they were going freelance was often enough to establish a strong base of ongoing work. They saw no need to do any conscious marketing or further networking.

That laidback, no-effort approach may work — but only “may.” Nowadays, when the marketplace includes consolidation in the publishing world, outsourcing to cheaper markets or providers, and the proliferation of inexperienced people using the Internet to hang out their shingles as freelance editors, marketing and networking become more important to a freelance business, especially for anyone who doesn’t have years of experience and contacts to rely on.

What the colleagues who were able to launch their editing businesses didn’t realize is that simply letting an employer and coworkers know that you’re going out on your own is marketing. It may be a one-time effort, it may not feel like a marketing campaign — but it’s still marketing. Marketing is nothing more than letting the world know, on a large or small scale, that you’re open for business and available for assignments. Whether you tell five people or 500 that you’re a freelance editor, you’re doing marketing. The larger audience you reach, the more likely you are to succeed.

Neither networking nor marketing has to be especially aggressive. Among the less-aggressive techniques is joining professional organizations or communities that have membership directories you can be listed in or discussion lists where you can be visible. A well-crafted profile on LinkedIn can result in prospective clients contacting you, instead of you having to contact them; participating in relevant LinkedIn groups takes some time and energy, but also can generate new clients and assignments by clients coming to you, rather than you having to find or go to them.

Having your own website is also an effective marketing tool, because it gets your name (or business name) out there among those of other freelancers and in the environment that many prospective clients will use to find us. Once the site is up, you can let it function as a static “online business card” or you can make it active and up to date; how much time and effort you want to put into it is up to you and where you fall on the passive–active scale of marketing efforts.

These are essentially passive marketing activities that are ideal for the shy and retiring types, because they don’t involve any in-person, face-to-face activity and they don’t require leaving the comfort of a home office to engage directly with the outside world.

One colleague made the point that rethinking her approach helped her be better at marketing, despite a reluctance to engage in that activity in any formal way. She started focusing on how she could help her clients and presenting herself from that perspective, which felt more comfortable and less-pressured than anything using a “here I am, hire me!” approach that she saw as marketing.

That ties in nicely with another colleague’s approach: to put the focus on storytelling — telling people something about who you are, how you approach the editing world or process, how skilled editing can make a difference in the value of a document or project — and “stop beating people over the head with ‘marketing.’”

That makes sense when you consider that many freelance editors find the whole concept of marketing a little scary. We don’t want to seem pushy or aggressive; we just want to get and do the work. But you can do networking and marketing without much effort or being more aggressive than is comfortable for you (although more — when done well — is usually better in terms of building up your business).

Even subscribing to and commenting on a blog like this one is a form of networking — you’re interacting with colleagues, making your views known, showing how well you use language or understand the business of editing, as well as the editing process itself. Making cogent, coherent contributions to a blog or discussion list is also marketing, because it’s another way of putting yourself and some aspects of your skills out there, in front of potential clients or at least colleagues who might refer you for projects.

The vital thing for any freelancer, whether a newbie or a long-time pro, is to find ways to get in front of prospective new clients. Those prospects include friends, family, colleagues, and employers from past jobs, clients you haven’t heard from or worked with in a while — and people who don’t know you yet. How you do this is less important than that you do it. Whatever you call it and however you do it, marketing is important, if not essential, to a successful editing business — just as it is to any business.

We freelance editors have to remember that we are businesses and have to act like businesses, and that includes getting the word out about who we are and what we can do for clients — that is, marketing. Because we are businesses.

Ruth E. Thaler-Carter is an award-winning freelance writer, editor, proofreader, desktop publisher, and speaker whose motto is “I can write about anything!”® She is also the owner of Communication Central, author of the Freelance Basics blog for the Society for Technical Communication, and a regular contributor to An American Editor.