10 things to consider before using Beta Readers

Last week was a milestone in pursuit of my current writing quest in that I sent out copies of my draft children’s book to a squad of little beta readers for feedback.

Following on from some professional editing advice earlier in the year, I revved up the draft for the umpteenth time before deciding that it was well and truly time for the beta reader acid test.

It took me a while to decide how best to go about this process and so I thought that it might be helpful to share ten of my experiences so far:

1. Put yourself out there

Taking that first step towards seeking independent feedback on a draft is a necessary but terrifying hurdle that any aspiring author will face at some point. It is certainly something that I have been nervous about tackling.

I would like to thank William Faulkner (and my husband) for buoying me out of my front door and down to the post office with the following quote:

“You cannot swim for new horizons until you have courage to lose sight of the shore”

That is to say, unless you can reach out for constructive feedback from your target genre and demographic, you will never truly know whether you are hitting the high notes with an audience.

If the beta reading process is working as it should, some negative feedback, I believe, will be inevitable.

But that’s why we need it. To edit, edit, edit. And improve.

2. Take a deep breath

Now that the manuscripts have gone out, I’m working on steeling myself in preparation for what might come back. When I got feedback from the first round professional editior, all I could see were the negatives and plot holes she flagged up.  When I look at the same feedback again now, several months down the line, I see that there was also lots of good (and positive) feedback in there.

It’s worth taking some time out to digest feedback before deciding on next steps.  That includes replying to specific feedback.  Don’t be rash.

I now better understand that pride of authorship has to be overcome to move forward on any writing project. All writers have been there.  This won’t make the process any easier to bear, but it should make for a better book in the end.

3. No strings attached

When you finally feel ready to send copies of a draft out to beta readers, it is important to have an idea of strategy before you start recruiting.  I did a fair bit of online research into tried and tested beta reader selection methodology prior to settling on a pathway.

In particular, I found a few well established writer’s forums on Facebook where it felt “safe” to ask “stupid” questions of others, which was invaluable.

My first key decision was that I didn’t want to use anyone that I had either a direct or indirect personal connection with in the process.

I am seeking truly independent feedback and feel that there is too much scope for contamination by having an association with a beta reader at this stage.  I’m all for close friends and family helping to reassure in a draft’s infancy but there comes a point where the cord has to be cut if you want to benefit.

My second decision was not to offer payment to my beta readers.  Firstly, there is no money to offer.  Secondly, I believe that this also contaminates a reader’s ability to be completely honest in the feedback process.  This is also why I wasn’t keen to use a beta reader agency to recruit. Instead, given the test age demographic is 6-10, I included novelty bookmarks in the pack as a thank you (or bribe, depending on your perspective).


My third decision was to target a random pool of adults in the hope that some might volunteer their children to help out.  To do this, I joined the closed community Facebook page of a smallish town in Scotland that I know well, but do not live in, and put a message on the timeline.

Tactically, I wanted volunteers to remain as anonymous as possible in the public forum to avoid note comparing and so requested that anyone interested should email me privately.

Within a day I had received a huge amount of email interest, including messages from a minister’s wife and two primary school teachers offering to support the project in whatever way they could.

A very pleasant surprise.  I have a suspicion that this was the easy bit!

4.  The PR starts now

Spelling, grammar and presentation are essential ingredients in projecting a credible and professional project when recruiting beta readers.  Get the wording of the Facebook post right.  Ensure your draft and formatting is page perfect before sending to the printer.  Don’t cut corners on costs. Respond to all notes of interest received, both enthusiastically and in longhand. Be confident; not arrogant. Keep communication lines open by emailing participants when the reading package is sent out. Keep offers of additional community support warm, even if not quite what you are looking for right now – these contacts could be useful in the future.

You get the gist!

Keeping friendly communication lines open will also be vital when it comes to chasing up any outstanding feedback further down the line.


5.  Recruit a spread of age, sex and ability

One of the areas I’m looking to pin down through beta readers is a more specific idea of my target audience’s age range.  I have used my feedback questionnaire to tease this out via a mixture of box ticking and comment requests as to how easy or difficult the child or reader felt the book was to understand.

My main protagonist is an 8 year old girl but she also has a sidekick of 9 who is male. I got far more interest from my call to arms than I expected to and so have sent the manuscript out to 5 boys and 5 girls covering a spread of ages between 6 and 10. In engaging with parents/guardians via email,  I already know which of these children are independent readers and which still enjoy being read to aloud.

I’m also realistic that not all beta readers will finish the book or indeed provide the feedback.  I will be delighted with anything more than a 50% response rate.

6.  Your budget

Engaging beta readers in the way I have is not necessarily cheap, even if you aren’t paying them.  This is a factor that I hadn’t fully appreciated before embarking upon my beta reader project.  I guess that very few hobbies out there are free and so I’m reconciling these expenses as an investment.

All in, I think my beta packs have cost me around £280 in total to put together and send out.

For this I got: fifteen A5 spiral bound copies of the manuscript (250 pages) put together at a local print shop for £12.99 each, bookmarks for £10 on E-bay and postage & packaging (including a self addressed and pre-paid return envelopes) for around £80.

I guess that I could have cut the price on this by sending e-copies or driving for an hour (petrol money) and hand delivering the packs under cover of darkness, but hey ho. Worth considering all this in detail before you start.


7.  Confidentiality?

How or whether to manage confidentiality was one of the key areas I quizzed fellow authors on about the beta reading process before I got underway.  These days it is worth being mindful of the internet and file sharing, particulalry with something as sensitive as an unfinished draft of a book.

Most of the authors I spoke with felt that it was overkill in the early stages of a novel to include non-disclosure wording/agreements in beta reader packs, particularly if not paying for a reader’s services.

A word on e-copies. As expected, it was felt that there was more risk that confidentiality could be breached with electronic drafts than with printed and bound copies.

Since I know that children will be reading my book, likely in bed, I had already decided that my manuscript would be printed in A5 for practicality reasons.  It has my name in the header throughout and includes a welcome note and questionnaire all within the binding.

Once the book is read and questionnaire completed, the whole manuscript is then to be returned to me within the prepaid self-addressed envelope.  If they want to go to the bother and expense of photocopying 250 pages, I guess that’s up to them.

I do not expect to get 100% back, but – back to my first point above –  part of this leap of faith has to be trust.

8.  How to gleam feedback

As indicated above, all initial communication with my beta readers will be in writing.  I shall have open electronic channels with parents and guardians throughout (as required) and there is a paper questionnaire of twenty questions included in the bound book to be competed and returned at the end of the process.

The questionnaire itself has been devised to cover both specific and general feedback on substance, including the believability and accessibility of the characters and premise. As mentioned earlier, I have used a combination of box ticking and comments boxes to facilitate this.

At the end of the questionnaire, I have asked if the adults, together with their children, would be open to a follow up feedback session as required. This is entirely voluntary. I may not decide to do this, but worth giving myself the option.

9. Engage

At the front of each manuscript is a personalised welcome note to each child advising that they have been specially selected to be a part of my secret reading mission. Although addressed to the reader, this note is also directed at parents/guardians as it contains simple instructions on what is required, including return and deadline information. I hope that in making the feedback process itself fun and imaginative will help drive a successful outcome (i.e. return rate). Otherwise it just feels way too much like school homework.


10.  Deadlines

I sent the packs out in late September and so have requested completed feedback by the end of 2015.  A realistic turnaround time is essential for beta readers, especially since my target demographic have so many other things going on without piling on the extra-curricular stuff.

Fingers crossed that feedback will start trickling back to me between now and then so that I can digest it all ahead of more editing in 2016.

That’s my top ten tips for now folks!

I hope that sharing my beta reader journey to date might prove useful to you if you are at a similar stage.  

I shall be back in the new year with a follow up post on all of the elephant traps and lessons learned no doubt!   

Have you used beta readers in the past? What was your experience? 


Writing Bubble

16 thoughts on “10 things to consider before using Beta Readers”

  1. Excellent post. I used to use several test readers but found it confusing; if I had used 10 more, I expect I would have got 10 more opinions, and you will never please everyone. What I do now is trust my own judgement (if I couldn’t do that after publishing 10 books it would be a bit pathetic!!!), and just use two people with totally different outlooks, who I can rely on to (and this is the most important thing, I think) tell me not if they like this and that bit, but if it WORKS. Even if they’re not so keen on certain areas, if they can see that others will be. One of them, for instance, is bored rigid by anything to do with children, but loves the love wrangles. The other (who is brutal) is bored rigid by the love wrangles and loves the suspense. Both are able to look at it without their taking their own preferences into consideration, and tell me if they think it will work for THE READING PUBLIC. For me, this is of prime importance.


    1. Hi Terry, thanks so much for sharing your experience of using beta readers. It’s really welcome to hear from a successful author who has “been there.”One of the reasons why I’m using several child/adult readers is because I’m yet to pinpoint the age bracket exactly. I’m thinking 8-10 but am testing 6-10. I agree that this will probably throw up a myriad of differing opinions but as long as they point generally towards a positive, that will give me the confidence to know that I’m getting closer to something worthy of doing the publisher rounds. Hoping that with time and experience, I, like you, will be able to better judge my audience and select reliable test readers accordingly. Thanks for stopping by!


  2. Such an informative post! I admit my plan for Beta readers involves asking my online writing group for help – I’d not considered doing anything as thorough as this. I think it’s great that you’ve thought it through to this extent as, you’re right, if you want kids to read it it helps to have proper hardcopies in A5 to read at bedtime. Hmm, you’ve made me think now!
    Thanks for linking this to #WhatImWriting, although I found the link in the comments of the static page so I’m not sure it will be seen by anyone else. Please could you go to this post http://writingbubble.co.uk/what-im-writing-week-forty-seven/ and click the ‘add link’ blue box then add your details there? That way, people will see the link and come over to read. Thanks so much for sharing! x


    1. Thanks! I’m glad you think it’s useful. Admittedly, I might have approached this differently with an adult novel as experienced peer critique is so important; aesthetics at a draft stage possibly less so. I don’t think children can really assist in this context if placed too heavily in “lab conditions” and parents have to be brought and kept on board too. It’s all a bit of a learning curve and so will look forward to writing a follow up/lessons learned post in the new year. Thanks for keeping me right on the linky. I got carried away nosing around your blog! Such a great idea & looking forward to learning & interacting with the rest of the community!


  3. Thanks for sharing these tips. I haven’t had copies printed for people, or devised a questionnaire, but I have ‘borrowed’ friend’s children as readers in the past and it’s been helpful, then I’ve tended to chat with them afterwards. In my experience children aged 7-15ish are quite motivated by reading on a kindle (which keeps the costs down too). I also have a very small number of trusted writer friends who read stuff – if I get too many different opinions I get confused! Hope you get some useful feedback.


    1. Thanks for sharing your experiences Rebecca. Sadly as my kids are wee, I have no older ones in my circle and have already had a few adult friends and family read & comment but it’s just not the same as a child’s view! Interested in what you say re: kindles. Is there some way to upload draft manuscripts for beta readers to provide feedback on? Best wishes, Susie x


  4. Excellent tips. Confidence is a huge hurdle. Right now I send things to friends along with a huge “THIS IS RAW AND DON’T BE TOO HARSH” disclaimer, although one of the most useful feedbacks I ever received was “this is rubbish because…”.
    Good luck! xx


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s