The Dos and Don’ts of Writing Author Queries

Blog post called The Dos and Don’ts of Writing Author Queries

When editing or proofreading the writing of a client, there will be times when you want to query their use and consistency of styles in punctuation, spelling, or context. Here are some dos and don’ts for writing author queries.

Querying is a subtle skill and requires training, diplomacy and empathy.

Tall Tartan Talks here … The freelancer must be aware of the client’s style and to be self-aware.

Querying situations

There are several scenarios involving querying which depend on whether you have direct contact with the author or not. If you edit for indie, self-publishing authors, your contact will be solely with the author.

When I proofread for publishers, I usually have no contact with the author – all communication is with the project manager, or equivalent. On completion, I return my marked-up PDF and invoice. And move on.

One of my proofreading jobs for a publisher was unique, for me so far, because it involved liaising with the author via the desk editor. As the non-fiction book was substantial, I was to send queries in batches to the author, collate their responses written on their version of the PDF with my typesetter instructions on my PDF. Then send my final, annotated PDF proof to the desk editor. Intriguing.

Responding with comments

For context, my querying while proofreading happens when I am commenting on PDFs using the tools in Adobe Acrobat Reader. I mark up anything that trips me up. If it trips me up, it will trip up other readers.

The tips which follow also apply when copyediting using Track Changes in Microsoft Word.

The abbreviation AQ means Author Queries. When collating and indicating the author responses as separate to my typesetter instructions, I use AU to introduce each author response. That way the responses are easily seen.

When considering whether to query or not, consider these three main response types:

  1. Mark errors for change as per the agreed publisher’s style guide or freelancer’s style sheet.
  2. Query for the author to stet (keep) or change. Perhaps suggest alternative phrasing.
  3. Flag issues to make them aware.

Querying clearly

❌ Don’t be vague in your queries.

✅ Do be clear and concise.

When writing queries, put one issue and write one clear sentence with one point. Avoid adding too much detail and making the query overwhelming. Asking or suggesting is standard practice and gives the author control over how they respond. It is their book after all.

Giving pointers as to your editing schedule is helpful to the author so they know when you expect their responses to your queries.

Querying with diplomacy

❌ Don’t be pushy.

✅ Do be polite.

I learnt from many established editors and proofreaders about the art of writing author queries, during my proofreading training, when attending conferences run by Chartered Institute of Editing and Proofreading (CIEP), and by networking with colleagues.

Diplomatic phrasing includes starting sentences with:

  • Could … ?
  • Perhaps … ?
  • Should …?
  • I suggest …

Rather than writing, ‘This sentence needs to change’, write an alternative solution to the issue: ‘I suggest changing (X) to (Y) because …’

Your effort will be appreciated and it may spark the author into writing their own solution if they don’t take up your suggestion. It is their book, after all.

Using a text expander with access to your bank of standard queries will make it quicker to write and tweak them for individual clients, especially for those comments that require more thought.

I use ‘please’ with most queries because … it’s polite.

Querying efficiently

❌ Don’t send emails in daily, random messages with no system in place.

✅ Do query in batches.

When a desk editor asked me to query the author in batches, I remembered a process that a fellow editor used as a way to send queries. They recorded them in a table. It gives the author the opportunity to write their response next to the query. (See the link at the end.)

Here is my template. Remember, I am proofreading PDFs so my headings may look slightly different to a copyeditor’s queries using Word.

Author Queries Template in Word

Querying selectively

❌ Don’t fight every battle of style.

✅ Do look for the most consistently used style and apply.

The author’s voice will be in the author’s preferred style. Some style issues won’t be worth a battle.

Some queries need to take spacing into account at final proof stage when working with publishers. Major changes this late in the process will have a knock-on effect, so should be considered carefully.

Collaborating and compromising

I have learnt a great deal about being diplomatic when writing queries and asking questions. It is pleasing when the respect is mutual.

Clients appreciate having errors and issues spotted and are grateful. It gives them publishing confidence.

Communication and compromise are key. Their book, their choice. Collaborating with authors gives a sense of pride for a job well done.

Sprinkling publishing confidence,

Annie

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BitmoAnnie Fairy sprinkling publishing confidence
BitmoAnnie Fairy sprinkling publishing confidence

Further reading

Blogging on a similar theme

Here are links to blog posts I have written that started the topic of collaboration.

Emailing

Email me to check my availability for proofreading non-fiction and children’s books.

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What are the signs of a good listener?

Blog post: What are the signs of a good listener?

Good listening is a lost skill, in my opinion. How well do you listen to others? How well do they listen to you? I have noticed more and more that people don’t listen well. By good listening I mean active listening.

Tall Tartan Talks here … whether you are talking to colleagues, clients, family or friends, whether you are in-person or on-line, is each person in the conversation taking notice of what the other is saying, without interrupting, or … (insert your pet peeve)?

In this blog post I share my tips on good or active listening.

Techniques for active listening

Removing distractions

Create an environment for listening by minimising distractions. Put away your phone, turn off notifications, and choose a quiet space. This lets you to focus entirely on the speaker without interruptions.

Keeping eye contact

Use eye contact to show interest in what the speaker is saying. This nonverbal cue helps show that you are attentive and invested in the conversation.

Using open body language

Face the speaker with an open posture and lean slightly forward. This body language signals that you are open to their message and prompts them to share more.

Avoiding interrupting

Allow the speaker to finish their thoughts without intruding while they talk. This demonstrates respect for what they are saying and gives them the space to express themselves.

Practising reflective listening

Summarise what the speaker has said to confirm your understanding. For instance, you might say, “What you’re saying is …” This method not only clarifies the message but also shows that you value their input.

Asking questions

If something is unclear, ask open-ended questions to encourage the speaker to elaborate. Questions like “Can you explain that further?” or “What do you mean by … ?” help to deepen your understanding. See my blog post: What is a good question?

Practising patience with silence

Use pauses effectively; allowing silence after someone speaks can encourage them to share more thoughts and feelings. It shows that you are considering their words rather than rushing to respond.

Reflecting emotions

Acknowledge the speaker’s feelings by reflecting on their emotional state. For example, if someone shares a frustrating experience, you might respond with, “It sounds like that really upset you.” This confirms empathy and connection.

Staying present

Focus on the moment and resist the urge to think about your next response or other distractions. Being fully present increases your ability to understand and engage with what is being communicated.

By using these strategies in your conversations, you can develop stronger connections, improve understanding, and create a more supportive communication habit.

Understanding Mental Health First Aid

Active listening was in one of the modules in a course I studied called Understanding Mental Health First Aid. As I read it, I realised that listening with compassion and curiosity is vital in relationships. It is often missing, leading to misunderstandings and resentment. (Source: NHQE Level 2, sponsored by The Skills Network)

Researching active listening

Active listening was described in a book I proofread called Compassion-based Language Education by Sarah Mercer (see book link at the end). In it she describes four different ways of listening and responding to what is being said.

These are:

  1. active destructive mode: when a listener responds negatively to what they have been told.
  2. passive destructive mode: when the listener does not show any interest in what is being said or dismisses it as irrelevant.
  3. passive constructive mode: the listener is paying attention and is trying to understand but lacks any genuine enthusiasm.
  4. active constructive mode: when listeners actively pay attention, show their enthusiasm and interest, and also ask follow-up questions to find out more about what they have been told.

Perhaps you recognise these in the conversations you have?

Benefits of active listening

Building trust and strong relationships

Active listening is a crucial communication skill that enhances relationships and encourages effective communication. It helps create an environment of trust and loyalty.

When you feel genuinely heard, you are more likely to share your thoughts and feelings, which is especially important during challenging times. This not only strengthens personal bonds but also leads to better teamwork and engagement.

Improving communication skills

Practising active listening strengthens your communication abilities. It teaches you to focus on understanding rather than merely responding.

This leads to more meaningful conversations and reduces the likelihood of miscommunication. Read my blog post: How to Communicate Clearly

Communicating with clients

These days, in my freelance life, very few communications with proofreading clients involve a telephone call or Zoom meeting. I would much rather email my work processes, thoughts and questions than talk on the phone.

But reading an email from a client has an element of ‘listening’: answering their questions, and reading between the lines. Even being diplomatic when I composed a reply to a barrage of questions (sent in separate emails) that I experienced recently from a client.

Meeting on Zoom

It is even more important to listen actively if meeting people on Zoom, whether it is networking or with clients.

The delays with sound and, perhaps, a participant with their camera off, make it more difficult to listen, never mind with reflection and empathy. The techniques listed above are vital.

Listening well

I bet you know people in your life that are good listeners. I am in freelance networking groups where there is active listening.

It is about taking an interest in others beyond the self. You need to care about the person who is talking to you. Developing empathic skills can help you become more curious about others and take a greater interest in the lives and stories of others.

Take the opportunity to reach out to someone that you are worried about. And listen to them.

Sprinkling publishing confidence,

Annie

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Further reading

Source: Compassion-based Language Education by Sarah Mercer, published by Oxford University Press, 2024. Find it on Amazon here: https://amzn.eu/d/63gH9ro

My blog posts:

What is a good question?

How to Communicate Clearly

Emailing

Email me to check my availability for proofreading non-fiction and children’s books.

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How to Communicate Clearly

How to communicate clearly

I have experienced both positive and negative methods of communication with clients.

I am a freelance proofreader providing services to my clients, whether they are independent (indie) authors or project managers for publishers of non-fiction and children’s books, to ensure books are published to a high standard.

Tall Tartan Talks here … How can we as freelancers and clients communicate clearly and work wisely for everyone’s benefit?

Consider these ways of communicating to foster and maintain good working relationships:

  • Setting expectations
  • Arranging contracts including quoting, scheduling, and receiving payments
  • Querying and queries
  • Caring.

Setting expectations

Establish clear communication channels by agreeing on the preferred methods of communication and setting expectations for response times.

Provide clear and concise instructions by being specific about your deadlines and deliverables. Avoid ambiguity and provide all necessary information upfront.

Use regular emails as check-ins to ask and answer questions and address any concerns. Respond promptly to emails.

Arranging contracts

Quoting

Has the book been sent so the freelancer can provide a quote? I have found that indie authors ask me for a quote without sending evidence of the content … It is essential to know the scope of work involved.

With publisher clients it is my experience is that I won’t see the material to be proofread until the agreed start date and that I will be offered a fixed project fee. In that case I need to ensure that the number of hours I proofread for is tracked and calculated with efficiency tools used to maximum effect. Other publishers may differ.

When the material arrives, I ensure the brief is complete and nothing is missing. Then I confirm delivery.

With indie authors, I provide a clear and comprehensive contract. You could use a template for your T&Cs, although email is regarded as a legal agreement and can be used instead.

A well-defined contract outlines the project scope, timeline, payment terms, and termination clauses. Both sides are aware of completion dates and deadlines. It protects both the freelancer and the client and ensures clear expectations.

Scheduling

If an indie author is booked in with me several months in advance, I will send them provisional dates of starting and completing the proofread of their book. Confirmation is made by email and a deposit paid to book that slot in my schedule. There is clarity with little room for misunderstanding.

If a project is behind schedule, all parties should inform each other so that there is full transparency. Then rescheduling can take place to the availability of all involved.

Receiving payment

Payment arrangements can be on an hourly basis, 50% deposit, complete payment upfront, or, in my experience of publishers, upon completion.

Publishers tend to have payment terms of 30 days or more after presentation of the invoice.

I require indie authors to pay upfront for smaller projects, say a children’s book of less than 1,000 words. For larger books I require a 50% deposit.

Through experience I have learnt to ask for payment upfront from indie authors before I release the completed proofread files. You may think the client should see the work before paying. But I learnt, after an experience with a non-payer, they could get away with not paying once they had my files. The client had paid the deposit which had lulled me into a feeling of trust. I discovered that it was misplaced trust as they turned out to be less than honest.

Clients who make prompt payments help to build trust with integrity.

Querying and queries

Maintain and encourage open and honest communication by encouraging questioning. Be receptive to input and address any issues promptly. Creating an environment where all feel comfortable asking questions without hesitation fosters trust and collaboration.

Anticipate potential questions and provide relevant information. This minimises delays and ensures all concerned have the necessary context.

Provide clear explanations of queries and additional resources if needed. If I have a query about inconsistencies when they first appear in the manuscript, I will make a note on the style sheet and be alert if they appear elsewhere. If a style appears haphazardly, I add it to my list of queries to alert the author / publisher. I always start politely when writing a query in the Comment box with ‘I suggest …’.

Caring

Be polite, pleasant and patient in your communications.

Build a positive relationship by treating each other with respect and professionalism. Foster a collaborative environment where all parties feel valued and appreciated.

The client could show appreciation by acknowledging the freelancer’s efforts and contributions. Perhaps express gratitude for their work. Even provide a testimonial for the freelancer’s website to share on social media. This shows an affirmation that working together was a pleasure.

Lacking communication

Recently I have experienced ‘ghosting’. That is, a potential client emails asking for my proofreading services. I reply with a quote. Then silence. No reply. Not even a ‘Thank you but I won’t need your services as I have found someone else.’ Other edibuddies confirm I am not alone.

Perhaps clients are short of time? Perhaps my email has gone into their spam?

It’s hard waiting for a response and blocking provisional time in my schedule for a project that may, or may not, be confirmed. They may have asked more than one proofreader …

Developing a strong relationship with trust

By using these methods of communicating clearly, you establish strong relationships ensuring efficiency and integrity. Mutual respect is fostered. Plus, hopefully, repeat work!

Sprinkling publishing confidence,

Annie

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Further reading

Emailing

Email me to check my availability for proofreading non-fiction and children’s books.

Subscribing

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