A Self-Publishing Checklist for First-Time Authors

Self-publishing checklist

Self-publishing checklist for first-time authors.

Writing a book is hard enough. When you self-publish, your workload multiplies exponentially.

For first-time, self-publishing authors, the work involved can be particularly daunting. You’re taking on a process that is traditionally completed by a team of experienced professionals, and since it’s your first time, you don’t know what you’re doing or how to do it. Hopefully, today’s checklist will provide you with some basic guidelines to help you develop a solid plan that you can use to self-publish your first book.

Self-Publishing Checklist

This checklist is meant as an overview, a basic list of tasks and projects you should complete when you self-publish a book. You may need to work on some of these steps simultaneously. For example, while you’re revising your book, you might want to start the process of building your platform. While you’re working on the cover and formatting, you might want to start creating a marketing plan.

1. Write the best book possible.

There are many ways to approach writing. Some authors write for the market, going after whatever genre is most popular at any given time. Others write whatever moves them. I’m a firm believer in writing the book you want to read. You might write with an outline or you might write by the seat of your pants. Do it alone or collaborate with a partner. But whatever approach you use, you should write the best book you possibly can, a book you can be proud of. Writing the best book includes everything from drafting and revisions to working with beta readers and editors.

2. Line up your service providers and vendors.

As you go through the self-publishing process, there will be projects you can tackle yourself and projects you’ll need to hire out. You might be able to set up your own website but if you lack graphic design skills, you’ll probably want to hire someone to design your book cover. Maybe you can format your own book, but you need someone to help you learn your way around social media. For every step in the process, there are experts out there who can assist you. The decisions you make about which tasks to hire out will depend on your skills, schedule, and budget. One cost you should definitely plan on would be an editor. There are a range of edits you can get from developmental editing to line editing (proofreading). At the very least, you should have a professional proofread your manuscript before you put it up for sale. Be sure to find and contact these service providers in advance so they can fit your project into their schedules.

3. Get a website, and start building your platform.

Building a platform takes time–a lot of time. That’s why it’s something you should start working on early in the publishing process. Your best marketing tool will be your website, so start with that. It will be your online headquarters for sharing news and announcements (like your book launch), providing information about yourself (your author’s bio), and connecting with fans. One of the best ways to build a platform is to start a blog. Use it to speak to your target readership. You should also venture into social media. Try setting up one account at a time. Give yourself a few weeks to become familiar with each one before diving into the next.

4. Develop your marketing plan and materials.

Marketing a book is like writing a book–there are many ways to do it. You might launch your book with nothing more than a quiet announcement on your blog. Or you might do a hard launch, complete with advertising and a blog tour. From pricing and giveaways to submitting your book to reviewers and developing a social media marketing plan, there is no end to the options available to you when it comes to marketing your book. That’s why it’s a good idea to set aside time in advance to learn about your many options, and then figure out which ones are the best match for you and your book. You’re far more likely to find your readers if you have a marketing plan in place before the book becomes available.

5. Get a good cover.

Self-published authors have been ridiculed for their low-quality book covers. You know what they say: don’t judge a book by its cover. The problem is that most people do judge a book by its cover, at least they do initially. Maybe you’ve written a brilliant novel. It won’t matter if your cover was designed by an amateur. Potential readers will take one look and decide your book is unprofessional, and they’ll pass it up, maybe even for a book that’s not as good but has a better cover. If you’re not a graphic designer, the cost of the cover could be a significant burden. Fortunately, there are affordable options out there, including pre-designed covers that may not be customized to your taste, but at least they look professional. Just remember this: you’re investing in your future as a career author.

6. Get your book professionally edited.

Speaking of investing in your book–do not skimp on editing. I would say editing is even more important than a decent cover, but it really depends (as with all things in self-publishing) on your skill set. Typos and blatant errors in grammar, spelling, and punctuation tend to yank readers out of the story and have also been known to garner tons of negative reviews. Don’t let your excellent story suffer because you didn’t bother to get it properly edited. If you’re working with a tight budget, join a writing group and look for beta readers with strong editing skills, but be prepared to give back by providing critiques for others.

7. Plan to format your book for various editions and platforms.

You should put out paper and electronic editions of your book, and you should publish your book across as many platforms (stores) as possible. This ensures that your book is available and accessible to anyone who wants it. Each version needs its own ISBN and unique formatting. You’ll also need to render a .mobi file for the Kindle and an .epub for everything else. You may even want to do a hardcover, and eventually, an audio book. You might want to publish internationally or get your book translated into multiple languages. Decide ahead of time what formats and platforms you’ll publish to initially. You might want to get print and paper out immediately and tackle the audio book later. Be aware that formatting can be tedious and there’s a learning curve. Be prepared to spend some time formatting your own books, but also know that there are lots of service providers out there who will format your book for you, and they can be quite affordable.

8. Get ready to launch!

Some authors publish their book and immediately shift their focus to writing the next one. Other authors take some time to do a big launch and draw readers to the first book before delving into the next one. The luckiest authors have enough time to do both. The great thing about self-publishing is that you can choose a launch strategy that works for you and your book. Sometimes, a single book (especially one that took a long time to write) warrants a hard launch with lots of buzz. Other books (especially books that are the first in a series) might perform better once several books are available. Do some research, find out what strategies have worked for other authors, and plan your launch accordingly.

9. Get busy promoting.

One you hit the publish button, your book will become available to tens of millions of readers, but they won’t know it unless you tell them about it. Whether you start promoting your book immediately or wait until you have a few books out before you start promoting, you’ll eventually have to come up with a marketing campaign, and then you’ll need to execute that campaign. Marketing a book is a lot of work but the payoff can be worth it if you do it right. Here are some ideas to consider: contests and giveaways, newsletters, blog tours, social media, sales, advertisements, and submitting to reviewers.

Make That List and Check it Twice

You writing and publishing experience will go a lot smoother if you work from a plan. By starting with a plan, you can establish a series of deadlines for your project. Whatever you do, don’t rush your book to publication. Give it the time and attention it deserves.

Remember, the writing should always come first. Don’t get so caught up in planning everything else that you don’t leave any time to get your writing done. But do your research and make a plan, so you can check off every task one by one. And then get busy on your next book.

Good luck with your self-publishing projects, and keep writing!

About Melissa Donovan
Melissa Donovan is a website designer and copywriter. She writes fiction and poetry and is the founder and editor of Writing Forward, a blog packed with creative writing tips and ideas.


4 Responses to “A Self-Publishing Checklist for First-Time Authors”

  1. Great advice, summarized in a concise, consumable way!

  2. riadh bettaibi says:

    Well this is a whole process but my idea is that we can share not just thoughts and designs to entertain or to meet one’s desire for this is common and the market is already teaming with pieces of the like but my idea is to invent and tell the world that writing and particularly reading can bring tangible fruits that one can not only enjoy consuming but also it relieves every burden coming across our paths for embracing the kernal beauty of nature that is both formidable and enlightening our ways to onness, to creation, and to the secret of our breathing , eating, suffering, and smiling in content for we know the rules of the game or the secret of creation which is beyond our vision but near our hearts. Peace