A Free Pre-Work Guide

The Strategy &
Career Vision Pre-Work

The first 2 sessions of my $1,500 Phase 1 program — yours, on me. Do this honestly and you'll know more about your MBA decision than 90% of applicants who've already submitted.

Anish Merchant
Anish Merchant
Founder, Merchant MBA
450+students $7M+scholarships 10+years
A Letter from Anish

Most MBA applicants are running someone else's race.

You've worked your ass off. You've been told this is the right path. And you keep following it, hoping it'll get you to a finish line someone else defined for you.

But everyone is different. The life you actually want might be traveling whenever you feel like it, with no one's permission to ask for. It might be a bed and breakfast on an island. It might be having enough time to actually be present with your family. It might be building an empire. It might be a small practice with a handful of clients you genuinely care about. The point isn't which one — the point is that it has to be yours.

There is no single right path. There's only the one that's right for you. And nobody — not your boss, not your parents, not the rankings, not even me — can tell you what that is. Our job is to help you figure it out.

Why am I really doing this? What is $200,000 and two years of my life going to do for me — not in two years, but in ten?

You do this analytical work for your clients every single day. You build models. You stress-test assumptions. You eliminate options until you know which one is best. You just don't do it for yourself.

That's what we do together. We run the analysis on you. And when we're done, you don't have doubt — because you've eliminated the other options and you know this is the best one. When you have clarity, you don't have doubt.

The pages that follow are the actual pre-work I run with every Phase 1 client. Two of the five sessions, in your hands right now. Do them honestly, and the call we have afterward will be one of the most valuable hours of your year.

Let's build your future.

Anish
Anish Merchant
Founder, Merchant MBA
The Method

The 5-Session Strategy & Career Vision Process

We work backward from your ideal future to map the path forward. You're holding the actual pre-work for Sessions 1 and 2 — the foundation everything else is built on.

1

Life & Career Vision

Build your 10-year roadmap. Define what success actually looks like in your life — not on a resume. Below ↓

2

Story Mining & Metric Bank

Surface the fears holding you back. Then prove them wrong with quantified evidence from your own track record. Below ↓

3

Skills Assessment & Gap Analysis

Map your current capabilities across 7 leadership dimensions. Identify exactly what the MBA needs to close.

4

Strategic MBA Framework

Build your personal decision criteria for evaluating programs — before opening a single ranking list.

5

Path Forward & Action Plan

Close Phase 1 with a concrete, milestone-driven roadmap from today through Round 2 submission.

Your Move
Sessions 1 & 2 happen here Sessions 3, 4, 5 happen on the call
1
Session 1 · Pre-Work

Life & Career Vision

Build your 10-year roadmap and define what success actually looks like.

The Goal

Get specific, sensory, and dated about the life you actually want — 10 years from today. Not the resume version. Not the version you tell your parents. The real one.

Most MBA applicants start with "what schools should I apply to?" That's the wrong question. The right question is: what life am I building, and is the MBA the right tool to build it? Until you can answer that with specificity, every other decision — schools, essays, interviews — is built on sand.

The students who get into top programs with below-median scores aren't smarter. They're clearer. They walk into the interview room knowing exactly why they're there and what they're going to do with the next 10 years.

Anish
Anish Says

I've talked clients out of doing the MBA when their vision didn't need it. I've told other clients with subpar profiles that they absolutely should apply because their vision required it. The vision drives everything. The MBA is one possible tool. Get the vision right and the rest gets a lot easier.

There is no single right path. There's only the one that's right for you.

— Anish Merchant
✍️

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Worksheet · Session 1

Your 10-Year Vision

A Note About Using AI in This Process

These exercises ask hard questions. The kind most people stare at for 20 minutes before giving up and writing something safe. That is why we recommend using AI — not to do the work for you, but to make it feel like a conversation instead of a chore.

Open ChatGPT or Claude on your phone. Hit the microphone. Talk, don't type. Paste the prompt we give you for each exercise and let the AI ask you questions. Answer out loud. Push back when something does not feel right. Keep going until it feels true.

We have seen this work with hundreds of students. The ones who talk through these exercises produce answers that are 10x more honest and specific than the ones who sit down and try to write.

Important: AI is a thinking partner for self-reflection. It should never write your essays, your CV, or your application materials. Admissions committees can identify AI-generated writing, and it undermines the authenticity that gets you admitted. We use AI to help you think clearly — your application must be authentically, unmistakably yours.

1

Your 10-Year Vision Story

Write a first-person narrative (300-400 words) describing your life 10 years from today as if it's already happening. Present tense. Where do you live? What does your work look like day to day? Who are you with? What have you built?

AI Prompt — Paste This

I'm working on a life and career vision exercise. Help me build a clear, honest picture of what I want my life to look like 10 years from now. Do not write anything yet. Ask me one question at a time — where I'm living and why, what kind of work I'm doing and how it feels, what my financial life looks like, what I've built, who is around me, and what matters outside of work. Once we've covered enough ground, pull it together into a first-person narrative of 300-400 words, written in present tense as if I'm living that day.

2

A Day in the Life — 10 Years From Now

Walk through one ideal workday, hour by hour. "I manage a team" tells us nothing. "I spend the morning reviewing two deals with my analyst before a 10am partner meeting" tells us everything.

AI Prompt — Paste This

Help me build an hour-by-hour picture of my ideal workday 10 years from now. Ask me one question at a time — where I wake up, how the morning starts, what my work involves, who I interact with, what the pace is like, and how the evening ends. Make it feel real, not aspirational. Then format it as a table: Time | What I'm Doing | How It Feels.

TimeWhat I'm DoingHow It Feels
6:30 AM
8:00 AM
10:00 AM
12:00 PM
2:00 PM
5:00 PM
7:00 PM
9:00 PM
3

Non-Negotiables vs. Preferences

Most people confuse the two. They treat preferences as non-negotiables and make rigid decisions — or they underestimate their real non-negotiables and make choices they regret.

AI Prompt — Paste This

Help me build a non-negotiables framework for my life and career. Walk me through one category at a time — geography, finances, career direction, and personal values. For each, ask me focused questions to figure out what I genuinely cannot compromise on vs. what I simply prefer. Then organize everything into a table with three columns: Non-Negotiable, Strong Preference, and Flexible.

Non-NegotiableStrong PreferenceFlexible
Geography
Career
Financial
Personal
Before You Move On — Ask Yourself
  • Does my 10-year vision include both professional AND personal life — not just a job title?
  • Would someone reading my Day in the Life know what city I'm in, what industry I'm in, and how I feel?
  • Have I been honest about my non-negotiables — or did I list what sounds impressive?
  • If I read this back out loud, does it sound like me — or like someone I think I should be?
2
Session 2 · Pre-Work

Story Mining & Metric Bank

Surface your fears. Then prove them wrong with the evidence from your own track record.

The Goal

Most applicants apply with one hand tied behind their back because they're carrying a list of fears they've never written down. This session puts those fears on paper — and then disproves most of them with quantified evidence you've already earned.

Here's what I see across 450+ students: most fears don't survive contact with the metrics. The "I have no leadership experience" applicant turns out to have led a $260M deal. The "my GPA is too low" applicant turns out to have built a 40-person network of investment managers that nobody else can replicate.

Your fears are mostly stories. Your metrics are facts. This session is where the facts win.

When you have clarity, you don't have doubt. You've eliminated the other options and you know it's the best possible.

— Anish Merchant

The STARL Framework

Every story gets structured the same way. Most consultants teach STAR. The L is what makes it adcom-grade.

S — Situation

What was the context? What made it high-stakes?

T — Task

What were YOU responsible for? Not the team — you.

A — Action

The specific moves you made. Step by step.

R — Result

The quantified outcome. Numbers, dollars, percentages.

L — Lesson

What did you learn? How did it change you?

Metric Bank

Pull numbers from every story into 4 dimensions ↓

Anish
Anish Says

The hardest part — and the part you can't do alone — is the reframe. Turning "I have no direct reports" into "I manage stakeholder relationships across $800M, 40 external partners, and a board." Same facts. Different frame. We do that together on the call.

Worksheet · Session 2

Your Fears + Your Evidence

1

The 12-15 Reasons You Think You Can't

List every reason you tell yourself you would NOT get into your dream school. Don't filter. Don't judge. The longer this list, the more useful it becomes.

AI Prompt — Paste This

I need to list every reason I might NOT get into my dream MBA program. Push me hard. Ask me about my GPA, test scores, work experience, leadership gaps, brand name of my employer, age, international profile, career progression, and anything else admissions committees evaluate. Don't let me stop at 5 or 6 — I need at least 12-15 honest items. For each one I mention, ask if there's something deeper behind it.

2

STARL Story Bank — Your 5 Strongest Stories

Select 5 career stories where you owned the outcome. Do 1-2 per sitting — don't try all 5 at once.

AI Prompt — Use For Each Story

I'm building a structured career story using the STARL framework — Situation, Task, Action, Result, Lesson. Here's the story: [describe it briefly]. Ask me questions one at a time about the context, what was at stake, what specifically I did (not the team — me), the measurable result, and what I learned. Do not write the story for me. Ask until you have enough detail, then summarize in STARL format so I can review it.

Story 1
S
T
A
R
L
Story 2
S
T
A
R
L
Story 3
S
T
A
R
L
Story 4
S
T
A
R
L
Story 5
S
T
A
R
L
3

Metric Bank — Your Proof Portfolio

Pull every quantifiable achievement into four buckets. A credible estimate with "approximately" is always stronger than a blank cell.

AI Prompt — Paste This

I'm building a career Metric Bank. Help me recover specific numbers from my work history. Ask me about each role one at a time — what revenue I touched, how many people or accounts I managed, what I improved and by how much, what I built from scratch. When I can't remember exact figures, help me arrive at credible, defensible estimates.

Financial Impact — money you moved, saved, or influenced

Revenue / deals
Cost savings
Budget managed

Operational Impact — systems you made better

Processes built
Tools / models
Efficiency gains

Leadership Impact — people you influenced

Team size led
Stakeholders
Cross-functional

Innovation Impact — things that exist because of you

New frameworks
Awards
Built from scratch
Before You Move On — Ask Yourself
  • Does my fears list have at least 12 items? If not, I'm filtering — go deeper.
  • Does each STARL story have a specific, measurable result — not just "it went well"?
  • Have I included at least one story where I led without a formal title?
  • Have I included at least one story where something went wrong and I fixed it?
  • Is my Metric Bank full of blanks? Use AI to reconstruct estimates — a range is better than empty.
We'll compile your answers and email them to Anish so he can review before your strategy call.
Your worksheets have been sent! Anish will review them before your call. Book your strategy call now →
What Happens On The Call

Sessions 3, 4, 5 — Together

You did the foundation. Now we build the rest.

3

Skills Assessment, Gap Analysis & Path Evaluation

We map your current capabilities across 7 leadership dimensions and build the gap narrative.

4

Strategic MBA Framework

We build your personal decision criteria — geography, culture, outcomes, ROI — and score every program against your actual life.

5

Path Forward & Action Plan

Week-by-week roadmap from today through Round 2 submission. Every milestone, every checkpoint.

Anish
Most consultants disappear the day you submit

We don't. Phase 1 isn't just about getting in — it's about knowing how to use the 2 years once you're there. The students who land in VC, PE, and entrepreneurship aren't the ones with the best GMAT scores. They're the ones who knew what they wanted before they walked in the door. Our work doesn't end when you get in. It begins when you get in.

Proof

The Method, In Practice

Three real students. Three different fears. Three different schools. One method.

School
Darden
GMAT
585
Result
Admitted
The Fear: "My GMAT is too low"

Below the school median by more than 100 points. Every other consultant told this student to retake or aim lower. We didn't change the score. We changed the story.

It wasn't the GMAT. It was the clarity. Adcom saw a student who knew exactly why Darden, exactly what came after, and exactly what they'd contribute.
School
Kellogg
GPA
2.89
Result
Admitted
The Fear: "My GPA disqualifies me"

A sub-3.0 GPA is the fear that keeps thousands of qualified applicants from ever applying to a top 10. This student spent years assuming Kellogg was off the table. Then we did the work.

The GPA was 7 years old. The track record was current. We made the application about the current student, not the 21-year-old version. Kellogg said yes.
School
Harvard
GMAT
635
Result
Admitted
The Fear: "HBS is impossible without 720+"

Every Latam finance applicant secretly wants HBS and is afraid to admit it. Every other consultant tells them to be "realistic." We don't. We test the fear.

HBS doesn't admit scores. HBS admits people. The only way to be irreplaceable is to know exactly who you are and what you're building.
Anish
Anish Says

I share these because they're proof, not because they're typical. The typical student does have a fear stopping them from going for what they actually want. This work is about disproving the fear. The schools take care of themselves.

You Did The Work

Now let's do the rest together.

You just did the work most applicants never do. You're already ahead of 90% of applicants. The next move is the one that turns clarity into a plan.

Reward #1

Free 60-Minute Strategy Call With Anish

Bring your worksheets. We'll do the reframes you can't do alone, run the gap analysis, and give you the first read on whether the MBA is the right bridge — and which schools fit your actual life.

$300 value
Reward #2

15% Off Any Merchant MBA Service

Strategy & Career Vision, School Selection, CV/Essays/Recs, Interview Prep, Waitlist & Scholarship — 15% off whichever phase you choose.

$900+ value on full service
Combined Value
$1,200+
Book Your Free Strategy Call →
Use code CLARITY for 15% off any service after your call