In Frank’s situation, I would lean toward the first option of getting a written “developmental critique” or “manuscript assessment.” While a sample edit would be helpful in determining whether this person would eventually be a good choice as an editor, I believe the critique on everything written so far would, for most authors, be the most useful for making course corrections before completing the manuscript.
Stephen, I’m not sure what you mean by “time wasted matching a style guide.” Any professional editor of trade books knows the Chicago Manual of Style well and as a matter of course automatically makes changes that are in line with it. What you said is akin to “They waste time correcting spelling errors.” They’re not wasting any time; they’re doing their job and it’s a basic and automatic part of that job.

Attention to detail is a critical skill for editors. So how do you screen out editors who might not wield a virtual red pen with the chops to catch every typo, grammar problem, style issue, and the like? You could post a job ad for an editor and subtly screen out applicants that aren’t as detail-oriented by including some fine print in the description.

Of course, my c.v. does include traditionally published books, but in those cases, I was hired (yes, on a freelance basis, which you would not “count”) by the publisher rather than by the author. The reason my marketing to authors instead emphasizes my experience with self-published and even vanity press authors is because working with a publisher is different from working directly with an author, particularly with an author who has made a conscious choice not to be traditionally published. Some might even say that working within a publishing house provides less preparation for working with self-published authors than does working with other self-published authors. I, however, would not go so far as to say that, because I really do believe we can come to our profession by different paths, just as people can come to writing by different paths.

A professional editor will not only help improve your manuscript, but they should be able to provide guidance for you as a writer to help you improve your writing skills. A great editor will tell you what areas you should be focusing on to improve—things like using the right point of view (POV), avoiding filler words, writing dialogue properly, character development, and more.
Additionally, I think that many GREAT, very reputable editors absolutely will not complete a sample edit for free. They can point you to their work, their testimonials, and their references, though, free of charge. And if you’re curious why editors I know do not offer a free sample edit, check out this video to illustrate the point.

The other thing I really like is your breakdown of the types of editing available. That’s what I find needs to be explained the most. Especially in business editing, you get scenarios when someone thinks a document needs “a proofread”, when it really needs a copy edit or even a heavy line edit, and you have to justify the cost or the time it takes to complete it.
I have over 18 years of experience writing about, researching, and analyzing complex public policy, historical, political, and international affairs subjects ranging from UN peacekeeping to ancient Rome and my work is regularly published online by a variety of websites. Published in Newsweek, the Modern War Institute at West Point, Mic, The Jerusalem Post, The Jordan Times, and other publications.
Use the media press kit on an editor’s or publisher’s website. A media press kit is a prepackaged group of marketing materials that provides commonly-sought information to reporters, other writers, and members of the general public. Look on a publisher or editor’s website for a tab that says “media” or “press” and review their press kit for information on how to contact an editor.[11]
Hey Elizabeth – I get what you’re coming from. I try to work in some flexibility with clients due to budget. Like you said, many people are charging the market rate regardless of experience. However, most good editors will work with your budget in one way or another, be it payment plans or reduced rates. I find it’s easier for me to retain clients and provide better services if the costs go down over time. Some people choose to discount the first project. It’s all very fluid. But yes, cost can be a deterrent for some folks. Self editing can drive these costs down, so taking the time to go through your work first is very helpful for the editor and for your own pocketbook..
It can take some time to find the right editor, so you may want to start asking around even before you have a text that is ready to send. If you know a fellow author who can recommend someone, that’s wonderful, but if not, it’s fine to poke around the websites of some editors and see who appeals to you (and seems to work within your genre). Then contact them by whatever method they request (often a contact form on their site).