Discovery Brief

Website, SEO/GEO & Social Media Briefing Form

Complete as much as you can — answers save automatically in this browser. When you submit, a copy is emailed to you, and you can download the completed brief at any time.

About you & the estate Website SEO / GEO Social media Paid advertising Photography & video Ways of working

About you & the estate

Your details, project goals, positioning and audiences.

Your details

So we know who completed the brief and where to send the confirmation copy.

Your full nameRole / positionEmail address (a copy is sent here)Contact numberMeeting / completion dateGeneral notes

Project goals and success measures

What does success look like for the new website?What are the top three things visitors should feel when they land on the website?What must the new website do better than the current website?Should the website focus more on current residents, prospective homeowners, golfers, investors, or all of these audiences?What are the most important calls-to-action visitors should take?Are there any specific Board expectations or project concerns that must be addressed from the start?

Estate positioning and messaging

How should Bankenveld Golf Estate be positioned online?What makes Bankenveld different from other estates in the region?Which selling points are most important: golf, wildlife, security, lifestyle, community, natural surroundings, property value, exclusivity or convenience?What do residents love most about living at Bankenveld?What do prospective buyers or new residents usually ask about before moving in?Are there any misconceptions about the Estate that the new website should correct?What words should describe the Estate brand?

Target audiences

Tick each audience to include and note what they must find or do.

Current residents

Prospective homeowners

Property agents

Golfers and golf visitors

Investors

Families

Retirees

Service providers

Estate management / POA stakeholders

Other audience groups

Website

Sitemap, page content, design direction, functionality and assets.

Website sitemap and page requirements

The website should work as both a premium marketing platform and a practical information hub.

Home

About Bankenveld Golf Estate

Estate Lifestyle

Golf Course

Wildlife & Nature

Security

Facilities & Amenities

Property / Living at Bankenveld

News & Updates / Blog

Events

Gallery

Residents / POA Information

Downloads / Documents

Contact

FAQ

Board / Management

Estate Rules

Architectural Guidelines

New Resident Information

Golf Membership Information

Video Gallery

Other pages

Page-by-page content questions

Home page: What are the most important sections to show above the fold?About page: What history, values or estate story must be included?Golf page: What golf course, facilities, membership or visitor information must be shown?Wildlife & Nature page: What wildlife, scenery and conservation information can be shared?Security page: What security information can be published without compromising safety?Residents page: What notices, documents, rules, forms or downloads should residents access?News/Blog: Who will provide estate updates, articles, events and news items?Contact page: Which departments, email addresses, phone numbers and enquiry types must be included?

Design direction

Premium and elegant

Modern and clean

Warm and natural

Golf lifestyle focused

Wildlife and nature focused

Family/community focused

High-end property/lifestyle feel

Minimal and spacious

More corporate and formal

Other design direction

Are there existing brand guidelines, colours, fonts or logo rules?Are there any estate websites or lifestyle brands the Board likes?Are there any design styles the Board definitely wants to avoid?Should the site use drone video or large photography as a hero feature?Should the design feel more exclusive, family-friendly, natural, golfing-focused or balanced?

Website functionality requirements

CMS/backend with admin access

Editable page content

Blog/news system

Image galleries

Video embedding

Contact forms

Google Maps integration

Social media integration

Google Analytics setup

Google Search Console setup

SEO metadata fields

Security protection

Backup system

Performance optimisation

Cookie/privacy notice

Resident login area

Document library

Event calendar

Newsletter signup

Property enquiry form

WhatsApp click-to-chat

Interactive estate map

Other functionality

Content and asset requirements

Who will supply the approved website copy/content?Does the current website have content that must be reused?Which content is outdated and must be removed or rewritten?Are there existing professional photos and videos available?Are there approved documents, rules, forms or downloads to include?Who must approve final content before go-live?Are there any sensitive items that should not be displayed publicly?

Logo files

Brand guidelines

Current website access

Domain access

Hosting access

Google Analytics / Google account access

Google Search Console access

Facebook Page access

Instagram access

Meta Business Suite access

Google Business Profile access

Existing photos

Existing videos

Estate rules/forms/documents

Approved contact details

Staff/management information

Property/golf/lifestyle information

SEO / GEO

Search and generative engine visibility.

SEO and GEO discovery

SEO helps Google rank the website for relevant searches. GEO prepares content so AI-driven search tools can understand, summarise and reference the Estate accurately.

What search terms should Bankenveld ideally be found for?Which towns, regions or nearby areas should be included in search positioning?Should the website actively target prospective homeowners and property searches?What frequently asked questions should be answered on the website?Are there existing Google Analytics, Search Console or Google Business Profile accounts?Would Bankenveld like monthly SEO/GEO content such as articles, news updates and FAQ expansion?Who will approve SEO/GEO wording relating to estate claims, facilities or security?

Social media

Channels, content pillars and monthly deliverables.

Social media management brief

Facebook

Instagram

Google Business Profile

YouTube

TikTok / short-form video

Other platforms

What is the main goal of social media for Bankenveld?Should social media speak mainly to residents, prospective buyers, golfers, the wider community, or all of these?How often should content be posted each month?Who currently manages the social pages?What type of posts have performed well in the past?Are there content types that must be avoided?Should resident notices be posted publicly, privately, or not at all?Who will approve social media content each month?Should Blue Mango respond to comments/messages, or only create and schedule posts?Should monthly reports include reach, engagement, follower growth, website clicks and enquiries?

Social media content pillars

Lifestyle at Bankenveld

Golf course and golf events

Wildlife and nature

Security and peace of mind

Property and estate value

Community and events

News and updates

Resident stories / testimonials

Facilities and amenities

Professional photography / scenic posts

Short-form video / reels

Website blog/article sharing

Monthly social media deliverables

How many posts per month should be included?Should posts include designed graphics, photography posts, reels, video edits or a mix?Should Blue Mango provide monthly content calendars for approval?Should Blue Mango schedule posts directly after approval?Should the Estate provide photos/videos monthly, or should regular content shoots be planned?Should content be bilingual or English only?Should special events receive extra campaign support outside the standard monthly package?

Monthly content calendar

Caption writing

Graphic design for posts

Scheduling

Hashtag strategy

Basic engagement monitoring

Reels / short-form video editing

Website blog sharing

Monthly analytics report

Monthly strategy check-in

Paid campaign support

Google Business Profile updates

Paid advertising

Google Ads and paid social media.

Google Ads and paid social media

Paid campaigns should only be activated once tracking, landing pages and approval processes are in place.

Would Bankenveld like to consider Google Ads after the website launch?Would Bankenveld like to consider Facebook/Instagram paid campaigns?What would the main paid campaign goal be: awareness, traffic, property enquiries, golf enquiries, video views, events or leads?What monthly advertising budget should be considered separately from management fees?Who approves ad copy, audiences and campaign creative?

Photography & video

Drone footage, stills and video requirements.

Photography and video requirements

Estate entrance and signage

Golf course

Clubhouse / facilities

Wildlife

Natural scenery

Roads and landscapes

Homes / architecture

Security features

Community lifestyle

Sunrise / sunset shots

Drone photography

Drone videography

Lifestyle video

Website hero video

Short social media video cuts

Voice-over and music

Does the Estate already have professional photo and video assets?Is drone photography/videography permitted?Are people/residents allowed to appear in lifestyle content?Are model releases or resident permissions required?Which areas of the Estate should not be photographed or published?

Ways of working

Workflow, timeline, monthly support and key decisions.

Communication, approval and workflow

Who is the main project contact person?Who signs off the website design?Who signs off website content?Who signs off social media content?Will Board approval be needed at every phase or only at key milestones?Preferred communication channel: email, WhatsApp group, online meeting, shared folder or project board?How quickly can feedback usually be provided?How many revision rounds should be allowed before final approval?

Project timeline and key milestones

What is the ideal go-live date?Are there any events, launches or deadlines the website should align with?When can all required content and access be supplied?When can photography/video be arranged, if required?Are there any phases that must be prioritised first?

Ongoing website support and monthly retainer

CMS and plugin updates

Website backups

Security monitoring

Performance monitoring

Content updates

Image updates

Blog/article uploads

SEO optimisation

GEO content improvements

Analytics and reporting

Social media integration support

Technical support

Who will make routine content updates after launch?Does Bankenveld prefer internal training, Blue Mango monthly support, or a combination?Should monthly reports cover website, SEO, GEO, social media and ads together?

Key decisions to confirm

Final sitemap approved

Main website audiences confirmed

Design direction approved

Content owners confirmed

Photography/video requirements confirmed

Access and asset list confirmed

SEO/GEO direction approved

Social media scope confirmed

Google Ads / paid campaign interest confirmed

Approval process confirmed

Timeline confirmed

Monthly support scope confirmed

Final notes and action items

Your email address *We'll email the completed brief to this address as a PDF attachment.