THE DEFINITIVE SELF-PUBLISHING CHECKLIST ~ For People Who Aren’t Very Organised and are absolute beginners.

The definitive

You just hit publish, right?  That’s what all the articles say.  Any idiot can upload a book in minutes.  And yes, I suppose any idiot can, but it takes a very informed, dedicated, professional and talented individual to upload a book that people will want to read.  A recent Facebook post from a first-time author seeking advice made me realise how long I’ve been doing this self-publishing thang and how I’ve kind of taken for granted that everyone has ‘the knowledge’.  There are so many blogs, articles and how-to books on the subject, and yet authors can still struggle with the basics.  The first author asked what she should be doing in the run up to her launch and another suggested that while there is a lot of information out there, it’s almost overwhelming.  Where do you start?  Where does it end??  So in an effort to share said knowledge, I’m writing a blog with an impossibly long title, which will (hopefully) be filled with all of the essentials, while trying not to bombard you with too much scary stuff.

  1. Make a publishing schedule.  promo-calendar      So you’ve typed those blessed words, THE END and you’re mooching around the Kindle Direct Publishing website wondering where the publish button is.  Whoa there Tex, what’s your rush?  You’ve skipped the bajillion steps between finishing your manuscript and sending it out into the world for people to read.  So roll back your wagon and follow step number one – create a publishing schedule.  In my opinion, you’re going to need at least six months to get everything done before your book goes live, so first things first, DO NOT RUSH.  This is not a race, unless you’re hoping to win a medal for the person least prepared to publish a book.

2. Polish your prose.  Has your book been edited?  Proof-read?  Again, don’t rush out there and get the first editor you find on Fiverr.  There are so many ‘professionals’ who are feeding off the self-publishing industry, so you want to find someone who has a proven track record.  A great place to find all of the professionals you’re going to need is Indie Author Alliance Services Directory.  At the very least, get some Beta readers whose opinions you trust and respect.  It nigh on impossible to view your work objectively, so you need other eyes to see the things you cannot.

3. Hire a designer.  Again, you’re going to need time to find a good cover designer and depending on their work load, you might have to wait a few months in a queue, so best to get in early.  Again, look for examples of their work.  Don’t worry if you are on a budget, there are plenty of websites that offer pre-made covers that are really good value and you simply add your name and title.  The Creative Penn is a great resource for self-publishing and offers a handy list of tried and tested book cover designers.  This is just one list however, there are lots of designers out there and a great way of finding them is finding covers you like and checking out who designed them.

4. The Blurb.  You know, there are two sides to every cover and the back can be just as important as the front.  The blurb.  This is often the last thing authors think about and run up a quick summary in a ‘that’ll do’ kind of approach.  Do not do this.  Think about it, when you’re buying a book online or in a store, the cover is the first thing to catch your eye, but the very next thing you do is turn it over to see what it’s about.  This is your moment to hook the reader.  A few carefully-worded sentences are all that stands between them popping your book in their basket or placing it back on the shelf.  Spend time studying blurbs in your genre, Google ‘blurb writing’ and keep refining what you’ve written until you’re satisfied with it.  It’s not a summary and should be written in the same style as your novel.  As author Susan Kaye Quinn explains on The Bestseller Experiement podcast, ‘a blurb is flash fiction, only you don’t end it‘.  Write a killer blurb, or you’ll only have your shelf to blame (sorry!)

5. Formatting.  Before you can upload your book to Amazon or Smashwords, you’re going to need to format it.  You could pay someone to do this for you, but if I can manage it, I’m pretty sure you can to.  Everything you need to know is in this post by Catherine Ryan Howard  on It’s pretty old, but I’ve yet to find a more user-friendly, dedicated formatting article that explains things as well as this.

The big question, should you publish a paperback version, is something you need to decide for yourself.  Kindle Direct Publishing have made it easier than ever to do this, and as soon as you upload your eBook files, it asks you if you want to make a print version.  In my opinion, you have nothing to lose but the time it takes to configure your cover (or pay your designer to do this).  My print sales are relatively low, but it’s good to give your readers the option.

6. Pre-order.  You know you can put your book on Amazon for pre-order, meaning that people can see your book before you launch (yay marketing!) and also order it ahead of time.  This will give your sales a bump on launch day and it also means that you can start promoting your book earlier and creating a buzz, while you’re still doing all of the finishing touches behind the scenes.  Confession:  I did not do this.  I was in too much of a rush.  So is this a case of do as I say and not as I do?  Well, yes I suppose it is, but only because I want you to benefit from my mistakes.

7. Reviews.  Reviews (1)If you are a new author, you will most definitely need the help of book reviewers/bloggers to review your book.  Now is the time to start approaching them, as the most popular ones work to very tight schedules that can be booked months in advance.  You’re probably starting to see that six months isn’t very long at all!  But how do you find book bloggers?  Easy, just type #bookbloggers into Twitter or Facebook or any social media platform and follow the links from there. The Indie View also provide an extensive list of bloggers, so if you’re still baffled by blogs, start there.

My best advice is to treat this like your typical manuscript submission process – find bloggers that are interested in your genre and contact them according to their book review policies.  You can get more information on how to approach book bloggers here.  Advance Reader Copies (or ARC’s as they’re known in the business) are essential if you want to have some reviews on your book’s page when you launch, so as soon as you have completed your edits and finalised your cover, start sending these out.  As a self-publisher, I only sent eBooks for review and used the preview file from my Kindle publishing page, so I could send reviewers a .mobi version.

There is also the hugely popular NetGalley where readers can request your book for free.  This is quite an expensive option and it’s difficult to say if you will hit your target audience here (as opposed to approaching reviewers personally), but if you can afford it, it’s definitely a powerful promotional tool.

8. Author platform.  If you haven’t already created an online presence for yourself, now would be a good time to start.  Yes, it can be time-consuming to set up and to maintain, but not only do you need a profile that people can connect with, you also need a profile so you can interact with other people.  The best way to get people interested in you is if you show interest in them.  Blogging is a great way to let people know who you are, what you’re interested in and what you’ve got coming up.  ‘But nobody cares!’ I hear you cry.  Well, you can start driving traffic to your blog from your Twitter account and Facebook.  While there is no way of calculating how much your online activity will result in increased sales, it’s definitely the best way to connect with readers and other people in the industry, which can lead to further opportunities for you and your writing.  If you come from a marketing background, you’ll have heard of The Rule of 7, which basically means that a prospective customer needs to see  your product at least 7 times before deciding to buy, so being active online can only help!

9. Price.  I have never given my book away for free.  Ever.  It’s just not something I would endorse – you might get lots of downloads but chances are that most of those people might never even read your book.  I also subscribe to the wacky notion that people deserve to get paid for their work.  The prevailing wisdom is that £2.99 is the average price for an eBook.  It might not seem like very much, but you get to keep 70% of your royalties.  It’s really up to you to decide what price you want to retail your novel at and the beauty of being a self-publisher means that you can change your pricing and experiment with what works best.

10. Promotion – As with your ARC’s, you need to start booking promo spots as far in advance as possible.  Book bloggers host author interviews and guest posts and there are lots of online eZines where you can submit articles (with links to your new release).  It’s also worth trying traditional media, like local newspapers or radio stations that might be interested in  your story.  As for advertising online – most ad sites require that your book has a minimum number of reviews, so you might have to wait a while for that, but you can run a Facebook ad or a Goodreads giveaway to create some hype around your launch.  (Caveat:  Goodreads giveaways are for print books only.  They are going to introduce an eBook version, but it will not be free, unlike the paperback giveaway).

And now that you have your own platform, why not run a giveaway on your own blog?  Use Rafflecopter, the gold standard for managing giveaways and I promise, it’s easy to set up and use.  If your book is part of Kindle select (which is absolutely worth doing) meaning that your book is sold exclusively on Amazon, you can start preparing your kindle countdown deal which you will be able to run 3 months after you first publish.  At that point, you can make your book available for 99p (while retaining your 70% royalty rate) and give  your sales another boost.

So there you have it, 10 practical ways you can prepare for your book launch.  HOWEVER, if you’re reading this and you’ve scheduled your launch for tomorrow and haven’t done any or all of these steps – fear not!  You have two choices here:  go ahead with your launch and try to do all of these steps in hindsight or just postpone it.  Trust me, unless you’ve done a fantastic job of promoting the launch of  your book online, no-one will even notice.  I remember when I published my debut novel, I sat at home all day, staring at the screen and wondering when the sales figures would start increasing.  Seriously!  That’s what I did.  And  you know what?  Nothing happened!  I had a handful of sales, but to my disappointment, the Internet didn’t stop what it was doing and congratulate me on publishing my book.  Do you have any idea how many books are self-published every day on Amazon?  Someone self-publishes a book every 5 minutes!  The best chance you can give your book is to follow all (or most!) of these preparations ahead of time.

Final piece of advice, try not to get sucked into the marketing vortex to such an extent that you delay starting your next book.  The best way to sell your first book is to write a second.

Best of luck!  You’ve written a novel, now go publish it.

39 thoughts on “THE DEFINITIVE SELF-PUBLISHING CHECKLIST ~ For People Who Aren’t Very Organised and are absolute beginners.

    1. Thanks Suzanne 🙂 Hopefully others can learn from our mistakes! It’s difficult to get everything right first time around – there’s just so much to take on board, so hopefully this checklist will make things a little easier.

  1. When I launched my first book, I used KDP Select. After the ninety days, I did not renew and put it on Nook, iBooks, Lulu, and Kobo. Other than a few with Nook, I did not get sales other than with Kindle. I will be launching my second book in the near future and I’m thinking of going exclusively with KDP Select and forget the others. Any advice? BTW—great advice with this post.

    1. Thanks Chuck. I had a similar experience, the advice at the time was to make your book available on all platforms and while there are sales to be made, they’ll never match Amazon. I think I would prioritise making your book available in print first, rather than uploading to Smashwords. That way, you’re book is still available on Kindle Unlimited and you’ve offered your readers another format in which to read your book. Best of luck with the second book!

  2. Great advice here, Evie and much of it as relevant to “traditionally published” as it is to self-published authors. Don’t wait around for your publisher to do these things for you, get proactive and start connecting with your readers.
    “The best way to get people interested in you is if you show interest in them.”
    That’s it in a nutshell!!

    1. Thanks Liam, so glad you said that. While authors working with traditional publishers may not have to format their work or have the same input in pricing, design etc, they are still the most valuable asset when it comes to spreading the word about their book. I have read so many articles written by trad published authors who denounce self-publishing because of all the time you have to spend on marketing and I think, aren’t you?! You don’t have to turn into a full-time sales person, but I agree, taking some simple steps ahead of time can make all the difference.

  3. Thank you, Evie, for sharing these tips. I found my way here via Chris. Lovely blog/website you have, and I’m delighted to say I’m a new follower. 🙂 Cheers!

  4. I admire people who have their act together. I don’t. Presently I’m relieved, exhausted and broke, in that order, having my first novel, Course of Mirrors,’ out there through Troubador. The sequel I’ve written needs polishing, but first I must
    follow some of your advice – Goodreads Givaways and utilising my twitter account better @mushkilgusha and find yours ☼ I wonder if there is any coinage in being an elderly writer.

    1. Don’t be fooled! It’s taken two books and three years to look this organised 🙂 No matter how much preparation you do, there’s just some things that you can only learn through experience and time. I’m sure the sequel will give your first novel and your author platform a boost, so if you can, take your time and plan your launch as best you can. Best of luck and I’ll connect with you on Twitter

      1. Thanks Evie. Good to be connected on twitter. Taking your advice I’ve instigated a 5 books giveaway for Course of Mirrors on Goodreads, from June 11 to June 19
        No I wonder if a one week window for a chance award is sufficient.

      2. In my opinion, a week should be fine, just run your giveaway in various markets (i.e. US, UK, Europe, Aus) so you’ll reach more readers. good luck!

      3. Ah, so a short window is fine. Re: countries – edited this yesterday. I originally selected only the UK and 5 books. Changed this to 3 books and included many more countries. Thanks again.

  5. I’m wishing I could take this information around in my pocket. There’s too much to remember and I’m not at that point yet but it won’t be long. Thanks for making this so organized and easy to understand.

  6. Pingback: BEST FICTION AND WRITING BLOGS | M.C. Tuggle, Writer

  7. So THAT’S the reason my novella has been sitting like a hidden rock, selling a handful of copies to friends and family! Thanks, Evie. Your post is great advice and well organized. I could have used it some few years back, but, oh well. By the way, how do you pronounce your family name?

    1. Thank you and join the club! I think a lot of us find out too late what we should have done differently, although it’s never too late to promote your book. I even changed the name and title of my debut novel, ran some promotions and got a couple more reviews. Sales definitely picked up after that. When you’re self-publishing, you have all of the control so you can change whatever isn’t working. As for my name, the second ‘g’ is silent (like Vaughan). I often wonder how people cope with pronouncing my name, but you’re the first to ask 😀

  8. Hi Evie,
    I wrote and published an ebook book in November 2016. Although I did not have this wonderful checklist, I did have a wonderful publisher who advised. Thank you for your efforts to help new writers.
    I met you at Suzie’s blog party. Maybe you can check out my blog if you need any blogging tips. That’s when I write about. I also have blog parties like Suzie. I am actually having one this weekend and would love for you to come.

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